| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD8+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $2,451,982 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $1,309,112 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Direct payment from the plan; Insuran... | $595,684 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $388,840 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $138,281 |
Filed as: PRINCIPAL GLOBAL INVESTORS TRUST CO Service code 28 · EIN 93-6274329 | Investment Management | $132,236 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $71,393 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $51,546 |
COHEN & STEERS8+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $6,957 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,971 | $51,785+297.7% | $112,270+83.5% | $89,433+130.3% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -14.44% | -11.06%-3.4pp | 27.49%-41.9pp | -11.88%-2.6pp |
| Employer contribution / active EE | $13,516 | $3,782+257.4% | $3,635+271.8% | $3,021+347.4% |
| Participant deferral / active EE | $6,416 | $3,425+87.3% | $4,729+35.7% | $5,125+25.2% |
| Admin fee / account holder | $284 | $102+179.7% | $6,411-95.6% | $79+257.8% |