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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION2+ years Service code 13 · EIN 13-2501278 | Contract Administrator | $581,632 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $168,923 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2755549 | Investment Management | $113,673 |
ENHANCED RETIREMENT SOLUTIONS2+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 28 · EIN 01-0614895 | Investment Management | $61,766 |
SCHWARTZ, STEINSAPIR, ET AL2+ years Service code 29 · EIN 95-2077781 | Legal | $52,570 |
RVK, INC.2+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $48,500 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $44,875 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $44,000 |
US BANK2+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $29,875 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $26,750 |
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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 | $57,821-100.0% | $286,961-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 13.3%-13.3pp | 5.5%-5.5pp |
| Annual return | 4.31% | 5.86%-1.5pp | 2.61%+1.7pp | 5.86%-1.5pp |
| Employer contribution / active EE | $885 | $10,137-91.3% | $24,109-96.3% | $10,137-91.3% |
| Participant deferral / active EE | $0 | $492-100.0% | $17-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $148-100.0% | $387-100.0% |