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| Provider | Service type | Compensation |
|---|---|---|
U.W.M.&M HEALTH & WELFARE FUND1+ years Service code 49 · EIN 13-5608135 | Other Services | $610,377 |
WHITESTAR ADVISORS, LLC1+ years Service code 28 · EIN 03-0496641 | Investment Management | $362,216 |
FENIMORE ASSET MANAGEMENT1+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $358,869 |
STACEY BRAUN ASSOCIATES, INC.1+ years Service code 28 · EIN 13-2889432 | Investment Management | $272,543 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $170,111 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $166,913 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $116,131 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $63,194 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $56,650 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 | Legal | $53,820 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -3.74% | -1.23%-2.5pp | -3.43%-0.3pp | 1.67%-5.4pp |
| Employer contribution / active EE | $4,607 | $11,541-60.1% | $25,607-82.0% | $10,506-56.2% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |