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| Provider | Service type | Compensation |
|---|---|---|
FENIMORE ASSET MANAGEMENT3+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $364,334 |
U.W.M.&M HEALTH & WELFARE FUND3+ years Service code 49 · EIN 13-5608135 | Other Services | $306,000 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $264,994 |
COLUMBIA3+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $154,771 |
STACEY BRAUN ASSOCIATES, INC.3+ years Service code 28 · EIN 13-2889432 | Investment Management | $149,823 |
WHITESTAR ADVISORS, LLC3+ years Service code 28 · EIN 03-0496641 | Investment Management | $122,269 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $104,257 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $80,039 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $61,784 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Service code 29 · EIN 26-3858697 | Legal | $58,680 |
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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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 14.16% | 15.82%-1.7pp | 16.78%-2.6pp | 17.84%-3.7pp |
| Employer contribution / active EE | $3,824 | $19,885-80.8% | $26,328-85.5% | $14,688-74.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |