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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION8+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $770,912 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT CO. Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $196,246 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 51 · EIN 13-3040307 | Investment Mgmt Fees | $191,310 |
Filed as: BUSH GOTTLIEB Service code 29 801 N BRAND BLVD · GLENDALE, CA 912031260 | Legal | $190,631 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $132,925 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN U.S.A. Service code 11 · EIN 91-0675641 | Actuarial | $101,252 |
ENHANCED RETIREMENT SOLUTIONS8+ years Filed as: ENHANCED INVESTMENT TECHNOLOGY Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $88,480 |
US BANK8+ years Filed as: MUFG UNION BANK Service code 21 · EIN 94-0304228 | Bank Trustee | $72,069 |
US BANK8+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $49,728 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $29,000 |
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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 | $1,469,698-100.0% | $344,859-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.5%-23.5pp | 0.0%0pp |
| Annual return | -15.33% | 7.68%-23.0pp | -8.04%-7.3pp | 7.68%-23.0pp |
| Employer contribution / active EE | $1,968 | $9,142-78.5% | $29,691-93.4% | $9,142-78.5% |
| Participant deferral / active EE | $0 | $462-100.0% | $13-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $388-100.0% | $19,323-100.0% |