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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.6+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $198,362 |
NEPC, LLC4 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $85,000 |
ULLICO2 years Service code 28 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $64,089 |
GLOBAL TRUST COMPANY2 years Service code 28 · EIN 26-3761443 | Investment Management | $62,346 |
REICH, ADELL & CVITAN6+ years Service code 29 · EIN 95-3082667 | Legal | $61,143 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $44,461 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $43,251 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 | Actuarial | $39,022 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $34,563 |
Filed as: FIDUCIARY TRUST INTER. OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $30,652 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 23.38% | 24.46%-1.1pp | 11.08%+12.3pp | 13.24%+10.1pp |
| Employer contribution / active EE | $6,596 | $11,981-44.9% | $28,418-76.8% | $14,616-54.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |