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| Provider | Service type | Compensation |
|---|---|---|
MARITIME ASSOCIATION2 years Filed as: MARITIME ASSOCIATION - I.L.A Service code 13 · EIN 74-1721447 | Contract Administrator | $215,186 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $140,275 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $133,344 |
HEWITT ASSOCIATES LLC3+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $59,179 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $33,156 |
EXPERT SOLUTIONS INC.3+ years Service code 16 · EIN 26-1284496 | Consulting | $18,923 |
Filed as: RISK METRICS ISS Service code 20 · EIN 06-1541449 | Trustee (individual) | $16,062 |
BYRNE SOFTWARE3+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $12,599 |
VINSON & ELKINS LLP2 years Filed as: VINSON & ELKINS Service code 29 · EIN 74-1183015 | Legal | $10,831 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $8,353 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | 7.47% | 4.52%+3.0pp | -0.70%+8.2pp | 0.19%+7.3pp |
| Employer contribution / active EE | $0 | $13,719-100.0% | $28,903-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |