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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN SV Service code 27 · EIN 33-0123114 | Advisory (Plan) | $61,729 |
Filed as: SANTA BARBARA (US BANK) Service code 27 50 S 16TH ST, SUITE 2000 · PHILADELPHIA, PA 19102 | Advisory (Plan) | $37,801 |
ULLICO10+ years Service code 27 1625 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $36,864 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Actuarial | $36,175 |
RBT CPAS, LLP9 years Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $34,056 |
SPECTRUM PENSION & COMPENSATION10+ years Service code 17 · EIN 14-1764716 11 RACQUET ROAD · NEWBURGH, NY 12550 | Pension Consulting | $18,550 |
NXG INSURANCE AGENCY GROUP3 years Service code 23 159 GREEN STREET, STE 1 · KINGSTON, NY 12401 | Insurance services | $14,417 |
COMPUDAT SYSTEMS2 years Filed as: COMPUDAT SYSTEMS INC Service code 99 259 MAIN ST · NEW PALTZ, NY 12561 | Other Fees | $13,034 |
US BANK8 years Filed as: US BANK MUTUAL FUNDS Service code 27 1555 N RIVERCENTER DR · MILWAUKEE, WI 53212 | Advisory (Plan) | $12,231 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.15% | 11.08%+0.1pp | 8.10%+3.0pp | 8.76%+2.4pp |
| Employer contribution / active EE | $20,150 | $13,910+44.9% | $28,649-29.7% | $16,650+21.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |