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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC8+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $640,467 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN HART PC Service code 29 · EIN 52-1708613 | Legal | $210,977 |
CHEIRON7 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $163,169 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE PARTNERS Service code 28 · EIN 23-2962336 | Investment Management | $129,693 |
LOOMIS SAYLES7 years Service code 28 · EIN 04-3200030 | Investment Management | $101,615 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $94,639 |
JOHNSTON ASSET MANAGEMENT4 years Filed as: JOHNSTON GLOBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $90,351 |
INVESTMENT PERFORMANCE SERVICES8+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 16 · EIN 58-2432390 | Consulting | $88,125 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LP Service code 28 · EIN 56-1557450 | Investment Management | $64,686 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $63,622 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -12.18% | -6.02%-6.2pp | -3.21%-9.0pp | 23.41%-35.6pp |
| Employer contribution / active EE | $2,390 | $11,241-78.7% | $46,051-94.8% | $12,650-81.1% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |