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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION6+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $334,481 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $122,708 |
SCHRODER INVESTMENT MANAGEMENT6+ years Filed as: SCHRODER INV MGMT NORTH AMERICA INC Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $108,582 |
ALAN BILLER & ASSOCIATES6+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $103,260 |
VENUTI & ASSOCIATES6+ years Service code 11 · EIN 04-3721424 | Actuarial | $100,800 |
KRAW LAW GROUP2 years Service code 29 · EIN 32-0465891 | Legal | $79,954 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK NA Service code 19 PO BOX 1450 · MINNEAPOLIS, MN 554855159 | Securities Custodian | $70,661 |
LOOMIS SAYLES4 years Filed as: LOOMIS, SAYLES & COMPANY, INC. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $67,167 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $57,629 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TR CO, N.A. Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $49,151 |
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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.
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 9.12% | 16.36%-7.2pp | 793.01%-783.9pp | 11.45%-2.3pp |
| Employer contribution / active EE | $2,253 | $15,595-85.6% | $27,004-91.7% | $17,219-86.9% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |