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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $233,965 |
THE SEGAL COMPANY9 years Service code 17 · EIN 94-1503999 | Pension Consulting | $148,043 |
Filed as: QUEST INVESTMENT MGMT INC. Service code 28 · EIN 93-0880854 | Investment Management | $56,792 |
VERUS10+ years Filed as: VERUS ADVISORY INC Service code 17 · EIN 91-1320111 | Pension Consulting | $50,000 |
LAW OFFICES OF CARROLL AND SCULLY10+ years Service code 29 · EIN 94-2690827 | Legal | $37,603 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK Service code 49 · EIN 31-0841368 | Other Services | $25,186 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $19,760 |
SMART SOURCE LLC4 years Service code 36 · EIN 30-0830429 | Copying and duplicating; Direct payme... | $9,536 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $7,936 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $36,224-100.0% | $141,811-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 2.7%-2.7pp |
| Annual return | 67.90% | 9.00%+58.9pp | 9.03%+58.9pp | 8.35%+59.5pp |
| Employer contribution / active EE | $7,132 | $14,409-50.5% | $26,284-72.9% | $17,935-60.2% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $940-100.0% | $200-100.0% |