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| Provider | Service type | Compensation |
|---|---|---|
PRISA1 year Filed as: PRISA II Service code 28 · EIN 22-1211670 | Investment Management | $334,582 |
MARITIME ASSOCIATION4 years Filed as: MARITIME ASSOCIATION - I.L.A Service code 14 · EIN 74-1721447 | Plan Administrator | $228,188 |
Filed as: CHARTWELL Service code 28 · EIN 36-4776242 | Investment Management | $146,067 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $140,275 |
PENN CAPITAL MANAGEMENT1 year Filed as: PENN CAPITAL Service code 28 · EIN 61-1706171 | Investment Management | $111,298 |
ALGER1 year Filed as: FRED ALGER Service code 28 · EIN 35-2510833 | Investment Management | $93,463 |
Filed as: ROTHSCHILD Service code 28 · EIN 13-2544634 | Investment Management | $70,875 |
HEWITT ASSOCIATES LLC5+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $63,606 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $53,685 |
Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $46,441 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 1.89% | 15.15%-13.3pp | 10.57%-8.7pp | 11.45%-9.6pp |
| Employer contribution / active EE | $0 | $16,781-100.0% | $29,483-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |