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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $265,104 |
Filed as: HARTNETT GLADNEY HETTERMAN LLC Service code 29 · EIN 43-1205253 | Legal | $164,974 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $139,690 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $137,007 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $106,978 |
BOND BROTHERS1 year Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $101,505 |
IABSORIW3+ years Service code 50 · EIN 43-0337330 | Direct Payment | $93,891 |
MD SASS1 year Filed as: MD SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $90,693 |
KOSKIE MINSKY LLP1 year Filed as: KOSKIE MINSKY Service code 29 | Legal | $79,289 |
KENNETH RYAN2 years Filed as: KENNETH KOTWAS Service code 15 1453 JAMESON PLACE · CROFTON, MD 21114 | Recordkeeping | $70,000 |
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Participant 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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.58% | 12.52%+2.1pp | 9.39%+5.2pp | 23.90%-9.3pp |
| Employer contribution / active EE | $32,667 | $13,977+133.7% | $33,466-2.4% | $16,539+97.5% |
| Participant deferral / active EE | $74 | $463-84.1% | $657-88.8% | $350-79.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |