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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION8+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $331,621 |
ALAN BILLER & ASSOCIATES8+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $103,172 |
NWPS1 year Service code 11 · EIN 04-3721424 | Actuarial | $100,800 |
KRAW LAW GROUP4 years Service code 29 · EIN 32-0465891 | Legal | $96,104 |
SCHRODER INVESTMENT MANAGEMENT8+ years Filed as: SCHRODER INV MGMT NORTH AMERICA INC Service code 51 · EIN 13-4064414 | Investment Mgmt Fees | $94,348 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 510 N VALLEY MILLS DR STE 400 · WACO, TX 76710 | Bank Trustee | $74,326 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $72,691 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $70,471 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $59,449 |
LOOMIS SAYLES6 years Filed as: LOOMIS, SAYLES & COMPANY, INC. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $49,411 |
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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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -12.89% | -13.75%+0.9pp | -4.80%-8.1pp | 23.41%-36.3pp |
| Employer contribution / active EE | $2,201 | $13,276-83.4% | $30,897-92.9% | $12,650-82.6% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |