| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE CROSS BLUE SHIELD Service code 12 · EIN 36-1236610 | Contract Administrator; Direct paymen... | $1,172,801 |
Service code 12 · EIN 27-4188863 | Direct payment from the plan; Claims ... | $342,661 |
Service code 30 · EIN 73-0742835 | Employee (plan); Direct payment from ... | $177,008 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $127,706 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE B Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $111,951 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE A Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $109,494 |
PITNEY BOWES1 year Filed as: PITNEY BOWES GLOBAL FINANCIAL SERVI Service code 50 PO BOX 223648 · PITTSBURGH, PA 152502648 | Direct Payment | $94,489 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 49 PO BOX 856177 · LOUISVILLE, KY 402856177 | Other Services | $70,806 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE C Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $63,208 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE D Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $59,773 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -15.56% | -7.95%-7.6pp | -5.85%-9.7pp | 23.41%-39.0pp |
| Employer contribution / active EE | $13,346 | $13,972-4.5% | $31,839-58.1% | $12,650+5.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |