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| Provider | Service type | Compensation |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3 years Service code 15 · EIN 04-2955404 | Recordkeeping | $44,393 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN CORE REALTY Service code 15 · EIN 33-0123114 | Recordkeeping | $38,724 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 15 · EIN 52-6435649 | Recordkeeping | $31,584 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $27,500 |
WEAVER LLP1 year Filed as: WEAVER Service code 10 · EIN 13-1578842 | Accounting | $21,600 |
ADP BROKER-DEALER3 years Filed as: ADP, INC Service code 49 · EIN 22-1467904 | Other Services | $13,020 |
INVESCO3 years Service code 15 · EIN 46-3793325 | Recordkeeping | $6,169 |
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Annual investment return 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 | $36,224-100.0% | $133,308-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 11.8%-11.8pp | 2.9%-2.9pp |
| Annual return | 4.74% | 8.39%-3.7pp | 7.44%-2.7pp | 8.39%-3.7pp |
| Employer contribution / active EE | $17,002 | $18,340-7.3% | $30,790-44.8% | $18,340-7.3% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $640-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,084-100.0% | $200-100.0% |