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| Provider | Service type | Compensation |
|---|---|---|
U.W.M.&M HEALTH & WELFARE FUND5+ years Service code 49 · EIN 13-5608135 | Other Services | $402,826 |
FENIMORE ASSET MANAGEMENT5+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $384,215 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $287,307 |
STACEY BRAUN ASSOCIATES, INC.5+ years Service code 28 · EIN 13-2889432 | Investment Management | $139,279 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 19 · EIN 20-8080381 | Securities Custodian | $132,061 |
COLUMBIA5+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $98,820 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $95,561 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $80,023 |
WHITESTAR ADVISORS, LLC5+ years Service code 28 · EIN 03-0496641 | Investment Management | $71,442 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $63,529 |
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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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 18.35% | 22.40%-4.0pp | 29.77%-11.4pp | 21.83%-3.5pp |
| Employer contribution / active EE | $5,690 | $13,519-57.9% | $33,607-83.1% | $12,237-53.5% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |