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| Provider | Service type | Compensation |
|---|---|---|
MARITIME ASSOCIATION1+ years Service code 13 · EIN 74-1721447 | Contract Administrator | $202,585 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $140,270 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $86,620 |
HEWITT ASSOCIATES LLC1+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $63,620 |
BYRNE SOFTWARE1+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $51,409 |
ULLICO1+ years Filed as: ULLICO CASUALTY CO. Service code 23 · EIN 13-1423090 | Insurance services | $43,769 |
SIRIUS SOLUTIONS1+ years Service code 15 · EIN 52-2369024 | Recordkeeping | $36,961 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 74-0488832 | Accounting | $31,199 |
EXPERT SOLUTIONS INC.1+ years Service code 16 · EIN 26-1284496 | Consulting | $24,583 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J P MORGAN CHASE Service code 52 · EIN 13-4994650 | Indirect Investment Fees | $23,306 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 7.61% | 4.38%+3.2pp | 4.72%+2.9pp | 7.18%+0.4pp |
| Employer contribution / active EE | $0 | $13,406-100.0% | $30,821-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |