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| Provider | Service type | Compensation |
|---|---|---|
TFA6+ years Service code 27 · EIN 52-6435649 | Advisory (Plan) | $80,679 |
US BANK4 years Filed as: US BANK MUTUAL FUNDS Service code 27 1555 N RIVERCENTER DR · MILWAUKEE, WI 53212 | Advisory (Plan) | $74,411 |
Filed as: SANTA BARBARA (US BANK) Service code 27 50 S 16TH ST, SUITE 2000 · PHILADELPHIA, PA 19102 | Advisory (Plan) | $70,735 |
AMERICAN REALTY ADVISORS6+ years Filed as: AMERICAN SV Service code 27 · EIN 33-0123114 | Advisory (Plan) | $66,121 |
RBT CPAS, LLP5 years Service code 10 · EIN 14-1604297 11 RACQUET ROAD · NEWBURGH, NY 12550 | Accounting | $39,669 |
SUMMIT FINANCIAL CORPORATION6+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Actuarial | $29,375 |
ULLICO6+ years Service code 27 1625 EYE STREET NW · WASHINGTON, DC 20006 | Advisory (Plan) | $27,274 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 70 180 NORTH LASALLE STREET · CHICAGO, IL 60601 | Consulting Fees | $20,000 |
SPECTRUM PENSION & COMPENSATION6+ years Service code 17 · EIN 14-1764716 11 RACQUET ROAD · NEWBURGH, NY 12550 | Pension Consulting | $15,625 |
COMPUDAT SYSTEMS5 years Service code 49 259 MAIN ST · NEW PALTZ, NY 12561 | Other Services | $10,172 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.07% | 6.41%+2.7pp | 8.01%+1.1pp | 11.45%-2.4pp |
| Employer contribution / active EE | $21,594 | $11,592+86.3% | $29,475-26.7% | $17,219+25.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |