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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION3+ years Service code 10 · EIN 13-2501278 | Accounting | $614,007 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 28 · EIN 13-3040307 | Investment Management | $189,163 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 28 · EIN 04-2755549 | Investment Management | $133,820 |
SCHWARTZ, STEINSAPIR, ET AL3+ years Service code 29 · EIN 95-2077781 | Legal | $77,365 |
ENHANCED RETIREMENT SOLUTIONS3+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 28 · EIN 01-0614895 | Investment Management | $72,990 |
RVK, INC.3+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $58,717 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $48,080 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $44,000 |
US BANK3+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $34,947 |
MILLER KAPLAN ARASE LLP3+ 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 | $14,491,905-100.0% | $42,250-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 18.8%-18.8pp | 5.3%-5.3pp |
| Annual return | 11.06% | 1057.21%-1046.1pp | 7.25%+3.8pp | 1057.21%-1046.1pp |
| Employer contribution / active EE | $1,013 | $14,374-93.0% | $33,137-96.9% | $14,374-93.0% |
| Participant deferral / active EE | $0 | $351-100.0% | $13-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $159-100.0% | $81,210-100.0% |