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| Provider | Service type | Compensation |
|---|---|---|
BENSYS ADMINSTRATORS4+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $132,888 |
ALGER3 years Filed as: ALFRED ALGER Service code 28 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Investment Management | $86,381 |
VENUTI & ASSOCIATES4+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3721424 | Actuarial | $75,195 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL Service code 28 301 S COLLEGE ST 2920 · CHARLOTTE, NC 28202 | Investment Management | $62,118 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $58,445 |
Service code 28 · EIN 58-1645832 | Investment Management | $49,687 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 59-2385219 | Investment Mgmt Fees | $47,767 |
KRAW LAW GROUP4+ years Service code 29 · EIN 77-0171216 | Legal | $40,292 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 84-6391546 | Investment Management | $36,954 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 26-3761443 | Investment Management | $33,120 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 4.17% | 33.70%-29.5pp | 14.64%-10.5pp | 53.27%-49.1pp |
| Employer contribution / active EE | $6,853 | $14,473-52.7% | $41,831-83.6% | $14,774-53.6% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |