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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION1+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $627,251 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $181,357 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2755549 | Investment Management | $114,506 |
SCHWARTZ, STEINSAPIR, ET AL1+ years Service code 29 · EIN 95-2077781 | Legal | $76,000 |
ENHANCED RETIREMENT SOLUTIONS1+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 28 · EIN 01-0614895 | Investment Management | $62,865 |
RVK, INC.1+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $50,000 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $45,102 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $44,000 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $26,000 |
US BANK1+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $25,835 |
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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 | $0 | $177,383-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 0.0%0pp |
| Annual return | -1.40% | 3.11%-4.5pp | -0.48%-0.9pp | 3.11%-4.5pp |
| Employer contribution / active EE | $864 | $9,361-90.8% | $23,357-96.3% | $9,361-90.8% |
| Participant deferral / active EE | $0 | $375-100.0% | $17-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $3,964-100.0% | - |