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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.1+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $211,021 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $199,319 |
MANNING & NAPIER1+ years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $100,494 |
JOHNSON & KROL, LLC1+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $86,135 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 260 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $81,753 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 385 EAST COLORADO BLVD. · PASADENA, CA 91101 | Investment Management | $76,938 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA CAPITAL INVESTMENT MANAGERS Service code 28 1075 PEACHTREE STREET NE, STE. 2100 · ATLANTA, GA 30309 | Investment Management | $75,174 |
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $67,948 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $65,651 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $63,318 |
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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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 1.37% | 6.13%-4.8pp | 4.74%-3.4pp | 9.19%-7.8pp |
| Employer contribution / active EE | $18,436 | $10,206+80.6% | $36,089-48.9% | $12,608+46.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |