| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC5+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $2,875,082 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $229,948 |
CHEIRON5+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $192,839 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN, LEWIS, BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $144,367 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $138,500 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $132,406 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $94,132 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 7501 WISCONSIN AVENUE, SUITE 1200W · BETHESDA, MD 20814 | Accounting | $78,353 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $51,917 |
PNC BANK, N.A.5+ years Filed as: PNC Service code 19 · EIN 22-1146430 | Securities Custodian | $20,114 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 5.46% | 18.43%-13.0pp | 14.64%-9.2pp | 24.48%-19.0pp |
| Employer contribution / active EE | $2,517 | $6,699-62.4% | $41,831-94.0% | $9,418-73.3% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |