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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $123,855 |
ATPA2+ years Service code 13 · EIN 94-3187938 | Contract Administrator | $68,056 |
BENESYS, INC.1 year Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $61,773 |
KAUFMANN & GOBLE2+ years Service code 11 · EIN 94-2614826 | Actuarial | $50,650 |
AMERICAN FUNDS2+ years Filed as: JANUS CAPITAL GROUP Service code 28 · EIN 94-2854958 | Investment Management | $45,519 |
ALAN BILLER & ASSOCIATES2+ years Filed as: ALAN D. BILLER & ASSOC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $42,237 |
KRAW LAW GROUP2+ years Service code 29 · EIN 77-0171216 | Legal | $36,860 |
US BANK2+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $25,529 |
HEMMING MORSE2+ years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $20,288 |
Filed as: WHITE OAK Service code 28 900 THIRD AVENUE, 18TH FLOOR · NEW YORK, NY 10022 | Investment Management | $13,164 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.21% | 11.78%-0.6pp | 8.32%+2.9pp | 23.90%-12.7pp |
| Employer contribution / active EE | $8,827 | $11,309-21.9% | $30,793-71.3% | $16,539-46.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |