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| Provider | Service type | Compensation |
|---|---|---|
UNITED WIRE METAL & MAC H&W3+ years Service code 49 · EIN 13-5608135 | Other Services | $294,105 |
Filed as: LOCAL 810, I.B.T., AFL-CIO Service code 49 · EIN 13-5624913 | Other Services | $168,709 |
FENIMORE ASSET MANAGEMENT3+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $144,611 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $94,640 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $76,711 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $69,959 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER, TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $57,031 |
STACEY BRAUN ASSOCIATES, INC.3+ years Service code 28 · EIN 13-2889432 | Investment Management | $47,382 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 | Legal | $40,350 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $36,040 |
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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 | $44,091-100.0% | $158,640-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 22.2%-22.2pp | 4.5%-4.5pp |
| Annual return | 12.68% | 13.95%-1.3pp | 10.66%+2.0pp | 13.95%-1.3pp |
| Employer contribution / active EE | $5,749 | $16,598-65.4% | $30,880-81.4% | $16,598-65.4% |
| Participant deferral / active EE | $0 | $511-100.0% | $65-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,478-100.0% | $612-100.0% |