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| Provider | Service type | Compensation |
|---|---|---|
UNITED WIRE METAL & MAC H&W2+ years Service code 49 · EIN 13-5608135 | Other Services | $308,472 |
FENIMORE ASSET MANAGEMENT2+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $117,473 |
WHITESTAR ADVISORS, LLC2+ years Service code 28 · EIN 03-0496641 | Investment Management | $117,358 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $110,791 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $69,881 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $62,306 |
STACEY BRAUN ASSOCIATES, INC.2+ years Service code 28 · EIN 13-2889432 | Investment Management | $57,962 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER, TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $57,000 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 | Legal | $39,600 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $33,231 |
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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 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | 8.97% | 11.88%-2.9pp | 4.96%+4.0pp | 11.88%-2.9pp |
| Employer contribution / active EE | $3,907 | $14,612-73.3% | $29,749-86.9% | $14,612-73.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |