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| Provider | Service type | Compensation |
|---|---|---|
BEACON POINTE ADVISORS LLC5 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $121,860 |
USI CONSULTING GROUP4 years Service code 11 6 PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $96,555 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $65,000 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $49,448 |
MEYER, UNKOVIC & SCOTT10+ years Service code 29 · EIN 25-1008021 | Legal | $41,053 |
COMMERCE BANK7 years Service code 28 · EIN 48-0962626 | Investment Management | $24,999 |
RICHMOND CAPITAL MANAGEMENT7 years Service code 28 10800 MIDLOTHIAN TURNKPIKE · RICHMOND, VA 23235 | Investment Management | $20,589 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $19,070 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS Service code 52 · EIN 06-1452020 | Indirect Investment Fees | $18,022 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $14,988 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 10.07% | 17.72%-7.7pp | 148.78%-138.7pp | 9.30%+0.8pp |
| Employer contribution / active EE | $2,996 | $3,186-6.0% | $26,858-88.8% | $12,551-76.1% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |