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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION3+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $322,826 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $137,871 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODER INV MGMT NORTH AMERICA INC Service code 28 · EIN 13-4064414 | Investment Management | $109,925 |
DONALDSON CAPITAL MANAGEMENT3+ years Filed as: DONALDSON & CORNWELL Service code 29 · EIN 33-0469098 | Legal | $99,044 |
VENUTI & ASSOCIATES3+ years Service code 11 · EIN 04-3721424 | Actuarial | $88,800 |
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $88,535 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $71,349 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $66,644 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $47,846 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $38,500 |
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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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 13.78% | 12.38%+1.4pp | 10.53%+3.3pp | 23.90%-10.1pp |
| Employer contribution / active EE | $1,788 | $23,325-92.3% | $29,360-93.9% | $16,539-89.2% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |