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| Provider | Service type | Compensation |
|---|---|---|
MARITIME ASSOCIATION1 year Filed as: MARITIME ASSOCIATION - I.L.A Service code 13 · EIN 74-1721447 | Contract Administrator | $181,088 |
INVESTMENT PERFORMANCE SERVICES2+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $140,304 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $124,938 |
HEWITT ASSOCIATES LLC2+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $52,221 |
ULLICO2+ years Filed as: ULLICO CASUALTY CO. Service code 23 · EIN 13-1423090 | Insurance services | $40,213 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 74-0488832 | Accounting | $35,251 |
EXPERT SOLUTIONS INC.2+ years Service code 16 · EIN 26-1284496 | Consulting | $22,493 |
BYRNE SOFTWARE2+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $16,433 |
US BANK1 year Service code 19 · EIN 31-0841368 | Securities Custodian | $13,510 |
RLI INSURANCE2+ years Service code 19 · EIN 37-0915434 | Securities Custodian | $13,112 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 10.36% | 11.16%-0.8pp | 14.20%-3.8pp | 23.90%-13.5pp |
| Employer contribution / active EE | $0 | $17,064-100.0% | $27,968-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |