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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL Service code 19 11100 SANTA MONICA BLVD · LAS ANGLES, CA 90025 | Securities Custodian | $805,465 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 27 · EIN 90-0622302 | Advisory (Plan) | $216,408 |
DANIEL H. COOK ASSOCIATES, INC10+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 14 · EIN 11-2424843 | Plan Administrator | $172,739 |
Filed as: BOYD WATTERSON GSA FUND, LP Service code 19 · EIN 45-2061717 | Securities Custodian | $151,771 |
OGLETREE DEAKINS1 year Service code 29 50 INTERNATIONAL DRIVE · GREENVILLE, SC 29615 | Legal | $93,698 |
US REAL ESTATE INVESTMENT FUND LLC10+ years Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 1270 SOLDIERS FIELD · BOSTON, MA 02135 | Investment Mgmt Fees | $88,147 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $78,099 |
O'CONNOR DAVIES, LLP10+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $77,200 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL GROUP INC. Service code 11 · EIN 13-5635004 | Actuarial | $76,888 |
Service code 51 P.O. BOX 219104 · KANSAS CITY, MO 641219104 | Investment Mgmt Fees | $75,351 |
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Employer contribution per participant 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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.12% | 11.08%+1.0pp | 8.10%+4.0pp | 8.76%+3.4pp |
| Employer contribution / active EE | $2,283 | $13,910-83.6% | $28,649-92.0% | $16,650-86.3% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |