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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION5+ years Service code 10 · EIN 13-2501278 | Accounting | $701,518 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 51 · EIN 13-3040307 | Investment Mgmt Fees | $187,772 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $152,435 |
SCHWARTZ, STEINSAPIR, ET AL5+ years Service code 29 · EIN 95-2077781 | Legal | $112,772 |
ENHANCED RETIREMENT SOLUTIONS5+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $81,343 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $76,784 |
RVK, INC.5+ years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $58,350 |
US BANK5+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $38,048 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $27,250 |
US BANK5+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $26,274 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $157,433-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 16.56% | 24.48%-7.9pp | 10.27%+6.3pp | 24.48%-7.9pp |
| Employer contribution / active EE | $2,009 | $9,418-78.7% | $19,104-89.5% | $9,418-78.7% |
| Participant deferral / active EE | $0 | $501-100.0% | $15-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $12,160-100.0% | $2,968,729-100.0% |