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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% | $134,556-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 15.4%-15.4pp | 2.5%-2.5pp |
| Annual return | 4.74% | 8.25%-3.5pp | 8.50%-3.8pp | 8.25%-3.5pp |
| Employer contribution / active EE | $17,002 | $18,668-8.9% | $29,758-42.9% | $18,668-8.9% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $538-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $8,606-100.0% | $200-100.0% |