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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $192,678 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $151,263 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER & ASSOCIATES INC Service code 27 · EIN 94-2854953 | Advisory (Plan) | $90,000 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $85,613 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET Service code 28 · EIN 45-6500555 | Investment Management | $79,266 |
Service code 29 · EIN 91-0889948 | Legal | $45,257 |
PANAGORA ASSET MANAGEMENT4 years Service code 28 · EIN 04-3062840 | Investment Management | $31,705 |
UNION DATA SYSTEMS5+ years Service code 49 · EIN 27-1619539 | Other Services | $24,275 |
INVESCO1 year Service code 28 · EIN 46-3793325 | Investment Management | $23,792 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $20,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,553 | $110,699-62.5% | $177,848-76.6% | $90,274-54.0% |
| Participation rate | 98.6% | 88.3%+10.3pp | 87.7%+10.9pp | 73.4%+25.3pp |
| Annual return | 1.24% | 22.79%-21.5pp | 48.33%-47.1pp | 53.97%-52.7pp |
| Employer contribution / active EE | $1,948 | $4,118-52.7% | $5,919-67.1% | $2,523-22.8% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $226 | $90+150.6% | $12,431-98.2% | $114+97.8% |