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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN1+ years Service code 13 · EIN 75-2915587 | Contract Administrator | $59,475 |
THE SEGAL COMPANY1+ years Filed as: SEGAL GROUP Service code 11 · EIN 13-1975125 | Actuarial | $46,918 |
CONNER & WINTERS1+ years Service code 29 · EIN 73-1388566 | Legal | $39,823 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 19 · EIN 13-4994650 | Securities Custodian | $24,592 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $23,338 |
STRALEM AND COMPANY1+ years Filed as: STRALEM & COMPANY Service code 27 · EIN 13-2574910 | Advisory (Plan) | $22,864 |
CUNEO, LAWSON, SHAY & STALEY1+ years Service code 10 · EIN 44-0642126 | Accounting | $20,253 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -5.75% | 0.68%-6.4pp | -1.61%-4.1pp | -0.60%-5.1pp |
| Employer contribution / active EE | $6,102 | $10,568-42.3% | $30,840-80.2% | $12,272-50.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |