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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Service code 13 · EIN 53-0257019 | Contract Administrator | $122,329 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $94,480 |
GORDON FEINBLATT LLC7 years Filed as: GORDON, FEINBLATT, LLC Service code 29 · EIN 52-0627715 | Legal | $45,325 |
BOLTON PARTNERS, INC.7 years Filed as: BOLTON PARNTERS INV CONSULTING Service code 27 · EIN 52-1871508 | Advisory (Plan) | $38,305 |
BOLTON PARTNERS, INC.7 years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $21,271 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $17,223 |
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Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.03% | 11.08%+3.0pp | 8.10%+5.9pp | 8.76%+5.3pp |
| Employer contribution / active EE | $3,218 | $13,910-76.9% | $28,649-88.8% | $16,664-80.7% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |