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| Provider | Service type | Compensation |
|---|---|---|
FENIMORE ASSET MANAGEMENT4+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $374,609 |
U.W.M.&M HEALTH & WELFARE FUND4+ years Service code 49 · EIN 13-5608135 | Other Services | $318,353 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $283,405 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 19 · EIN 20-8080381 | Securities Custodian | $131,863 |
STACEY BRAUN ASSOCIATES, INC.4+ years Service code 28 · EIN 13-2889432 | Investment Management | $127,941 |
COLUMBIA4+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $126,668 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $106,724 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $80,057 |
LOCAL 810 I.B.T., AFL-CIO2 years Service code 49 · EIN 13-5624913 | Other Services | $77,607 |
WHITESTAR ADVISORS, LLC4+ years Service code 28 · EIN 03-0496641 | Investment Management | $64,186 |
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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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -1.66% | 201.32%-203.0pp | 12.68%-14.3pp | 33.37%-35.0pp |
| Employer contribution / active EE | $9,353 | $10,877-14.0% | $22,860-59.1% | $11,253-16.9% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |