| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC3+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $2,726,477 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $642,106 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS, BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $294,087 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $264,989 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $138,500 |
CHEIRON3+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $134,918 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $134,283 |
Filed as: GRYPHON INTERNATIONAL INVT CO Service code 28 | Investment Management | $70,337 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $56,800 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $48,051 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 7.79% | 13.90%-6.1pp | 10.36%-2.6pp | 1057.21%-1049.4pp |
| Employer contribution / active EE | $2,494 | $9,853-74.7% | $37,738-93.4% | $14,374-82.6% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |