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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 | Plan Administrator | $236,939 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $118,614 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $91,873 |
ABATO, RUBENSTEIN & ABATO6+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $91,442 |
FIDUCIARYVEST LLC6+ years Filed as: FIDUCIARYVEST, LLC Service code 27 115 PERIMETER CENTER PL · ATLANTA, GA 30346 | Advisory (Plan) | $80,000 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $48,167 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 800 FIFTH AVENUE · SEATTLE, WA 98104 | Investment Management | $46,559 |
HCFL6+ years Service code 10 · EIN 52-1399339 1104 KENILWORTH DR. 300 · TOWSON, MD 21204 | Accounting | $29,176 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 28 2005 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $22,425 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NA Service code 18 · EIN 22-1146430 | Direct payment from the plan; Custodi... | $18,126 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | 1.79% | 7.62%-5.8pp | 10.57%-8.8pp | 627.08%-625.3pp |
| Employer contribution / active EE | $10,403 | $18,841-44.8% | $29,483-64.7% | $18,824-44.7% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |