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| Provider | Service type | Compensation |
|---|---|---|
U.W.M.&M HEALTH & WELFARE FUND2+ years Service code 49 · EIN 13-5608135 | Other Services | $447,339 |
FENIMORE ASSET MANAGEMENT2+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $343,907 |
STACEY BRAUN ASSOCIATES, INC.2+ years Service code 28 · EIN 13-2889432 | Investment Management | $191,853 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $139,738 |
WHITESTAR ADVISORS, LLC2+ years Service code 28 · EIN 03-0496641 | Investment Management | $130,366 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $114,639 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $102,563 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $62,270 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $58,300 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Service code 29 · EIN 26-3858697 | Legal | $52,800 |
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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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 6.63% | 6.04%+0.6pp | 5.44%+1.2pp | 9.19%-2.6pp |
| Employer contribution / active EE | $5,512 | $12,925-57.3% | $25,481-78.4% | $12,608-56.3% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |