| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC10+ years Service code 13 · EIN 65-1205077 | Contract Administrator | $3,246,331 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $927,818 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $286,008 |
CHEIRON1 year Filed as: CHEIRON, INC. Service code 50 · EIN 13-4215617 | Direct Payment | $227,646 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART Service code 50 · EIN 52-1708613 | Direct Payment | $202,424 |
PNC BANK, N.A.10+ years Filed as: PNC Service code 62 · EIN 22-1146430 | Float revenue; Soft dollars commissions | $202,220 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $142,807 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $127,700 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $111,944 |
THE SEGAL COMPANY10+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $73,131 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 11.30% | 9.15%+2.1pp | 9.17%+2.1pp | 13.05%-1.8pp |
| Employer contribution / active EE | $0 | $46,886-100.0% | $40,523-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |