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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC2+ years Filed as: WEALTH ENHANCEMENT GROUP Service code 28 · EIN 75-3100788 | Investment Management | $380,297 |
UNITED ADMINISTRATIVE SERVICES2+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $300,597 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $102,503 |
RHUMBLINE ADVISORS1 year Filed as: RHUMBLINE ADVISERS Service code 28 · EIN 04-3118582 | Investment Management | $72,014 |
MILLIMAN, INC.1 year Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $60,757 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $54,263 |
US BANK2+ years Filed as: US BANK, N.A Service code 19 · EIN 31-0841368 | Securities Custodian | $43,824 |
Service code 28 · EIN 76-0589652 | Investment Management | $39,443 |
Filed as: CHARLES SCULLY II Service code 29 · EIN 94-2690827 | Legal | $24,000 |
PENSION FUND EVALUATIONS, INC.2+ years Filed as: PENSION FUND EVALUATIONS Service code 27 · EIN 11-2503982 | Advisory (Plan) | $21,500 |
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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 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 17.67% | 9.30%+8.4pp | 7.29%+10.4pp | 9.30%+8.4pp |
| Employer contribution / active EE | $4,764 | $12,551-62.0% | $20,019-76.2% | $12,551-62.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $31-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |