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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC1+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $123,163 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $58,000 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $48,143 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 | Accounting | $32,546 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN VEST CONSULTING Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,889 |
CUTWATER ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3750425 | Investment Management | $15,398 |
Filed as: BANCO POPULAR Service code 18 · EIN 66-0561870 | Custodial (other than securities); Di... | $10,258 |
Service code 53 · EIN 66-0213155 | Insurance Commissions | $5,188 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $286,961-100.0% | $286,961-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 13.3%-13.3pp | 45.6%-45.6pp |
| Annual return | -2.85% | 0.33%-3.2pp | 2.61%-5.5pp | 4.16%-7.0pp |
| Employer contribution / active EE | $1,164 | $31,805-96.3% | $24,109-95.2% | $42,918-97.3% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $148-100.0% | $21,465-100.0% |