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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION6+ years Service code 10 · EIN 13-2501278 | Accounting | $480,757 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY INVESTMENT MGMT INC. Service code 51 · EIN 13-3040307 | Investment Mgmt Fees | $180,933 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $152,256 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $97,500 |
SCHWARTZ, STEINSAPIR, ET AL6+ years Service code 29 · EIN 95-2077781 | Legal | $91,106 |
ENHANCED RETIREMENT SOLUTIONS6+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $80,611 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $70,955 |
US BANK6+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $57,111 |
US BANK6+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $42,770 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $28,000 |
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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 | $78,313-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.0%-13.0pp | 0.0%0pp |
| Annual return | 10.61% | 5230.06%-5219.5pp | 6.61%+4.0pp | 5230.06%-5219.5pp |
| Employer contribution / active EE | $990 | $10,491-90.6% | $24,284-95.9% | $10,491-90.6% |
| Participant deferral / active EE | $0 | $460-100.0% | $408-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $19,478-100.0% | - |