| Provider | Service type | Compensation |
|---|---|---|
UMR1+ years Filed as: UNITED HEALTHCARE SERVICES INC Service code 12 · EIN 41-1289245 | Claims processing; Other services | $2,034,869 |
Service code 14 · EIN 53-0220586 | Plan Administrator | $676,615 |
BELL ASSET MANAGEMENT LIMITED1+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $401,423 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $392,183 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 ONE LANDMARK SQUARE, 20TH FLOOR · STAMFORD, CT 06901 | Investment Management | $389,343 |
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST PARTNERS LLC Service code 27 · EIN 46-4544969 | Advisory (Plan) | $384,674 |
YUCAIPA1+ years Filed as: YUCAIPA COMPANIES Service code 28 · EIN 26-2119907 | Investment Management | $376,365 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 26-1716373 | Investment Management | $338,405 |
FULLER & THALER ASSET MANAGEMENT1+ years Service code 27 · EIN 94-3176968 | Advisory (Plan) | $268,243 |
CHEIRON1+ years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $256,539 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 9.62% | 13.46%-3.8pp | 9.39%+0.2pp | 17.84%-8.2pp |
| Employer contribution / active EE | $14,721 | $16,846-12.6% | $33,466-56.0% | $14,688+0.2% |
| Participant deferral / active EE | $3,181 | $2,459+29.4% | $657+384.0% | $770+313.3% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |