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| Provider | Service type | Compensation |
|---|---|---|
ARROWSTREET CAPITAL5 years Service code 51 200 CLARENDON ST · BOSTON, MA 02116 | Investment Mgmt Fees | $600,548 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH ADMINISTRATIVE SERVICES Service code 13 · EIN 52-1590516 | Contract Administrator | $172,319 |
ALLAN BATES AND ASSOCIATES6 years Filed as: ALLAN BILLER Service code 27 535 MIDDLEFIELD ROAD · MENLO PARK, CA 94025 | Advisory (Plan) | $163,163 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 51 · EIN 65-0694011 | Investment Mgmt Fees | $156,605 |
ASB CAPITAL MANAGEMENT5 years Service code 51 7501 WISCONSIN AVE #1400 · BETHESDA, MD 20814 | Investment Mgmt Fees | $115,826 |
ULLICO5 years Service code 51 1625 EYE STREET NW · WASHINGTON, DC 20006 | Investment Mgmt Fees | $102,824 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO Service code 11 · EIN 13-1835864 | Actuarial | $88,850 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 51 277 PARK AVENUE · NEW YORK, NY 10012 | Investment Mgmt Fees | $69,616 |
NECASTAR9+ years Service code 13 · EIN 86-0140480 | Contract Administrator | $65,301 |
Filed as: AUDAZ Service code 51 101 CALIFORNIA ST #4750 · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $55,328 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.11% | 7.95%+2.2pp | 20.18%-10.1pp | 9.11%+1.0pp |
| Employer contribution / active EE | $9,635 | $14,684-34.4% | $29,108-66.9% | $12,231-21.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |