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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.8+ years Service code 12 · EIN 93-0446761 | Claims processing; Plan Administrator... | $216,495 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $199,325 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: CHEVY CHASE INVESTMENT MANAGER Service code 28 · EIN 52-2037618 | Investment Management | $144,167 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $125,844 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA INVESTMENT MANAGER Service code 28 · EIN 04-3183235 | Investment Management | $91,881 |
WILLIAM BLAIR8+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST. · CHICAGO, IL 60606 | Investment Management | $88,043 |
ULLICO8+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $81,753 |
VERUS8+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $70,000 |
CLIFTONLARSONALLEN LLP8+ years Service code 10 · EIN 41-0746749 | Accounting | $44,745 |
ULLICO8+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $31,921 |
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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% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 6.13% | 10.13%-4.0pp | 78.62%-72.5pp | 9.11%-3.0pp |
| Employer contribution / active EE | $10,543 | $13,162-19.9% | $31,646-66.7% | $12,231-13.8% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |