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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $378,044 |
CHEIRON10+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $194,298 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK P.C. Service code 10 · EIN 45-4051133 | Accounting | $169,082 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE T/E FUND Service code 51 · EIN 90-0622302 | Investment Mgmt Fees | $139,635 |
RONDA CASTREN10+ years Service code 14 · EIN 16-1112391 | Plan Administrator | $115,560 |
GCM GROSVENOR7 years Filed as: GCM GROSVENOR MULTI-ASSET CLASS FUN Service code 51 · EIN 16-1112391 | Investment Mgmt Fees | $78,865 |
J.A. MARIANO AGENCY6 years Service code 22 679 LANDIS AVENUE · BRIDGETON, NJ 08302 | Insurance Broker | $73,454 |
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN CORE REALTY Service code 28 · EIN 95-4871432 | Investment Management | $63,052 |
Filed as: MESIROW FINANCIAL RE VALUE FUND III Service code 51 · EIN 36-3194849 | Investment Mgmt Fees | $60,090 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB ALLEGIANCE Service code 28 · EIN 52-2037618 | Investment Management | $57,018 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 9.30% | 8.48%+0.8pp | 9.82%-0.5pp | 8.48%+0.8pp |
| Employer contribution / active EE | $2,014 | $9,949-79.8% | $30,311-93.4% | $9,949-79.8% |
| Participant deferral / active EE | $0 | $734-100.0% | $66-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |