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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT ADMINISTRATION, INC.10+ years Filed as: BENEFIT ADMINISTRATION CORPORATION Service code 13 · EIN 94-1646941 | Contract Administrator | $107,391 |
ALAN BILLER & ASSOCIATES9 years Filed as: ALAN BILLER AND ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $97,770 |
ULLICO6 years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $89,977 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $86,388 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $71,067 |
Service code 28 · EIN 13-3200244 | Investment Management | $61,115 |
ARROWSTREET CAPITAL9 years Service code 28 · EIN 04-3472863 | Investment Management | $50,999 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $50,717 |
Service code 28 · EIN 91-1042342 | Investment Management | $37,303 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK N.A. Service code 28 · EIN 13-4994650 | Investment Management | $37,009 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 12.31% | 8.65%+3.7pp | 9.03%+3.3pp | 10.20%+2.1pp |
| Employer contribution / active EE | $24,786 | $14,388+72.3% | $26,284-5.7% | $15,145+63.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |