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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-0815348 | Contract Administrator | $430,925 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $167,165 |
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 80-0618452 | Investment Management | $56,017 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,667 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 81-4017137 | Investment Management | $42,850 |
ULLICO5+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $29,379 |
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,000 |
PGIM INVESTMENTS1 year Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $23,876 |
CALIBRE CPA GROUP PLLC5+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $17,500 |
RHUMBLINE ADVISORS1 year Service code 28 · EIN 04-3118582 | Investment Management | $15,664 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 16.85% | 15.47%+1.4pp | 12.93%+3.9pp | 53.27%-36.4pp |
| Employer contribution / active EE | $20,659 | $15,545+32.9% | $35,210-41.3% | $14,774+39.8% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |