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| Provider | Service type | Compensation |
|---|---|---|
MARITIME ASSOCIATION3 years Filed as: MARITIME ASSOCIATION - I.L.A Service code 13 · EIN 74-1721447 | Contract Administrator | $212,156 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $144,533 |
INVESTMENT PERFORMANCE SERVICES4+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $140,275 |
HEWITT ASSOCIATES LLC4+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $94,606 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $34,620 |
EXPERT SOLUTIONS INC.4+ years Service code 16 · EIN 26-1284496 | Consulting | $23,869 |
Filed as: RISK METRICS ISS Service code 20 · EIN 06-1541449 | Trustee (individual) | $16,062 |
BYRNE SOFTWARE4+ years Service code 15 · EIN 43-1853340 | Recordkeeping | $10,856 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 2.83% | 20.24%-17.4pp | 16.32%-13.5pp | 53.27%-50.4pp |
| Employer contribution / active EE | $0 | $14,384-100.0% | $31,806-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |