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| Provider | Service type | Compensation |
|---|---|---|
MARITIME ASSOCIATION8+ years Service code 13 · EIN 74-1721447 | Contract Administrator | $265,101 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $149,550 |
INVESTMENT PERFORMANCE SERVICES8+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $140,176 |
Filed as: CHARTWELL Service code 28 · EIN 36-4776242 | Investment Management | $117,542 |
HEWITT ASSOCIATES LLC8+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $73,190 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $61,696 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $53,931 |
ATLANTA CAPITAL MANAGEMENT4 years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 | Investment Management | $42,672 |
ULLICO4 years Service code 28 · EIN 13-1423090 | Investment Management | $40,838 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $39,726 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 3.08% | 724.96%-721.9pp | 78.62%-75.5pp | 37.77%-34.7pp |
| Employer contribution / active EE | $0 | $14,638-100.0% | $31,646-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |