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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC4+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 13 · EIN 65-1205077 | Contract Administrator | $368,610 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $142,644 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $140,584 |
CHEIRON4+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $111,544 |
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $100,000 |
SCHULTE ROTH & ZABEL LLP4+ years Service code 29 · EIN 13-2633996 | Legal | $64,936 |
Filed as: CHARTWELL INVESTMENT PARTNERS LP Service code 28 · EIN 23-2891243 | Investment Management | $32,846 |
Service code 28 · EIN 04-2895544 | Investment Management | $17,372 |
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 33-0123114 | Investment Management | $5,224 |
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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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 0.92% | 8.48%-7.6pp | 148.78%-147.9pp | 8.48%-7.6pp |
| Employer contribution / active EE | $1,292 | $9,949-87.0% | $26,858-95.2% | $9,949-87.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $63-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |