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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $438,879 |
U.W.M.&M HEALTH & WELFARE FUND9+ years Service code 49 · EIN 13-5608135 | Other Services | $303,060 |
FENIMORE ASSET MANAGEMENT9+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $265,741 |
LOCAL 810 I.B.T., AFL-CIO7 years Service code 49 · EIN 13-5624913 | Other Services | $220,128 |
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $151,831 |
STACEY BRAUN ASSOCIATES, INC.9+ years Service code 28 · EIN 13-2889432 | Investment Management | $149,387 |
WHITESTAR ADVISORS, LLC9+ years Service code 28 · EIN 03-0496641 | Investment Management | $81,251 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $80,169 |
COLUMBIA9+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $79,554 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 19 · EIN 20-8080381 | Securities Custodian | $73,000 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 8.90% | 10.30%-1.4pp | 7.69%+1.2pp | 9.11%-0.2pp |
| Employer contribution / active EE | $5,301 | $9,006-41.1% | $28,501-81.4% | $12,231-56.7% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |