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| Provider | Service type | Compensation |
|---|---|---|
U.W.M.&M HEALTH & WELFARE FUND6+ years Service code 49 · EIN 13-5608135 | Other Services | $344,578 |
FENIMORE ASSET MANAGEMENT6+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $307,509 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $289,437 |
WHITESTAR ADVISORS, LLC6+ years Service code 28 · EIN 03-0496641 | Investment Management | $152,882 |
STACEY BRAUN ASSOCIATES, INC.6+ years Service code 28 · EIN 13-2889432 | Investment Management | $142,346 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 19 · EIN 20-8080381 | Securities Custodian | $112,676 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $99,392 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $80,003 |
COLUMBIA6+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $69,488 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $63,561 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return 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 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 7.33% | 24.77%-17.4pp | -2.84%+10.2pp | 12.86%-5.5pp |
| Employer contribution / active EE | $4,551 | $13,270-65.7% | $33,329-86.3% | $13,687-66.7% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |