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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.5 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $355,874 |
VERUS6 years Filed as: VERUS ADVISORS, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $234,377 |
MCMORGAN & COMPANY LLC8+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 | Investment Mgmt Fees | $153,614 |
THE SEGAL COMPANY8+ years Service code 17 · EIN 13-1835864 | Pension Consulting | $123,005 |
ULLICO1 year Service code 51 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Mgmt Fees | $112,138 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $65,705 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD Service code 51 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Mgmt Fees | $53,789 |
US BANK3 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $53,156 |
Filed as: JENNINGS STROUSS & SALMON, PLC Service code 29 · EIN 86-0108229 | Legal | $43,832 |
PANAGORA ASSET MANAGEMENT5 years Service code 51 · EIN 04-3063840 1 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Mgmt Fees | $42,934 |
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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 | $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 | -0.85% | 7.95%-8.8pp | 20.18%-21.0pp | 9.11%-10.0pp |
| Employer contribution / active EE | $10,702 | $14,684-27.1% | $29,108-63.2% | $12,231-12.5% |
| 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% |