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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 333 WEST 34TH ST · NEW YORK, NY 10001 | Consulting | $114,765 |
ACRISURE1 year Service code 11 100 OTTAWA AVE SW · GRAND RAPIDS, MI 49503 | Actuarial | $39,723 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $34,909 |
BENESYS, INC.10+ years Filed as: BENESYS Service code 13 3660 STUTZ DRIVE, STE 101 · CANFIELD, OH 44406 | Contract Administrator | $33,374 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 900 7TH STREET, NW · WASHINGTON, DC 20001 | Investment Management | $31,148 |
YURCHYK & DAVIS CPA'S, INC.10+ years Filed as: YURCHYK & DAVIS CPA'S INC Service code 10 · EIN 34-1638235 | Accounting | $21,033 |
PBGC PREMIUM9 years Service code 73 445 12TH ST SW · WASHINGTON, DC 20024 | Other insurance fees and expenses | $18,019 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 18 300 5TH AVENUE · PITTSBURGH, PA 15222 | Custodial (other than securities); Tr... | $16,889 |
Filed as: INTERNATIONAL FOUNDATION OF EBP'S Service code 99 18700 W BLUEMOUND RD · BROOKFIELD, WI 53045 | Other Fees | $13,165 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $11,984 |
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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 | 10.29% | 11.08%-0.8pp | 8.10%+2.2pp | 8.76%+1.5pp |
| Employer contribution / active EE | $13,805 | $13,910-0.7% | $28,649-51.8% | $16,650-17.1% |
| 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% | - |