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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION7+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $548,094 |
Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 51 · EIN 13-3040307 | Investment Mgmt Fees | $226,095 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $207,719 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $130,000 |
ENHANCED RETIREMENT SOLUTIONS7+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $109,244 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $93,161 |
US BANK7+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $65,172 |
US BANK7+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $61,216 |
SCHWARTZ, STEINSAPIR, ET AL7+ years Service code 29 · EIN 95-2077781 | Legal | $36,940 |
MILLER KAPLAN ARASE LLP7+ 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 | $291,448-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 20.85% | 19.39%+1.5pp | 6.39%+14.5pp | 19.39%+1.5pp |
| Employer contribution / active EE | $1,422 | $8,446-83.2% | $30,371-95.3% | $8,446-83.2% |
| Participant deferral / active EE | $0 | $353-100.0% | $24-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $7,637-100.0% | - |