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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH ADMINISTRATIVE SOLUTIONS Service code 13 · EIN 52-1590516 | Contract Administrator | $163,827 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 | Investment Mgmt Fees | $127,614 |
ULLICO3 years Service code 51 1625 EYE STREE NW · WASHINGTON DC, DC 20006 | Investment Mgmt Fees | $122,292 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO Service code 51 280 CONGRESS ST · BOSTON, MA 02210 | Investment Mgmt Fees | $102,037 |
ALLAN BATES AND ASSOCIATES4 years Filed as: ALLAN BILLER Service code 27 535 · MENLO PARK, CA 94025 | Advisory (Plan) | $100,000 |
ARROWSTREET CAPITAL1 year Filed as: AAROWSTREET CAPITAL Service code 51 200 CLARENDON ST #30 · BOSTON, MA 02116 | Investment Mgmt Fees | $89,330 |
ASB CAPITAL MANAGEMENT3 years Service code 51 · EIN 80-0618452 | Investment Mgmt Fees | $88,412 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO Service code 11 · EIN 13-1835864 | Actuarial | $84,795 |
Filed as: AUDAX Service code 51 101 CALIFORNIA ST STE 4750 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $45,260 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $38,585 |
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Employer 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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.45% | 19.37%-6.9pp | 11.08%+1.4pp | 15.63%-3.2pp |
| Employer contribution / active EE | $4,917 | $13,107-62.5% | $28,418-82.7% | $11,476-57.2% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |