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| Provider | Service type | Compensation |
|---|---|---|
PRISA2 years Filed as: PRISA II Service code 28 · EIN 22-1211670 | Investment Management | $261,429 |
MARITIME ASSOCIATION5 years Filed as: MARITIME ASSOCIATION - I.L.A Service code 14 · EIN 74-1721447 | Plan Administrator | $247,434 |
Filed as: CHARTWELL Service code 28 · EIN 36-4776242 | Investment Management | $124,272 |
XPONANCE, INC.2 years Filed as: XPONANCE Service code 28 · EIN 20-2103144 | Investment Management | $90,626 |
ATLANTA CAPITAL MANAGEMENT2 years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $79,925 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $74,108 |
HEWITT ASSOCIATES LLC6+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $72,359 |
INVESTMENT PERFORMANCE SERVICES6+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $70,135 |
Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $57,951 |
ALGER2 years Filed as: FRED ALGER Service code 28 · EIN 35-2510833 | Investment Management | $53,857 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 13.55% | 16.75%-3.2pp | 14.84%-1.3pp | 13.24%+0.3pp |
| Employer contribution / active EE | $0 | $16,291-100.0% | $37,950-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |