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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-6148540 | Contract Administrator | $369,849 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $154,390 |
ASB CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0618452 | Investment Management | $57,731 |
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,512 |
PGIM INVESTMENTS2 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $33,958 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $29,013 |
STATE STREET GLOBAL ADVISORS3 years Service code 28 · EIN 81-4017137 | Investment Management | $27,515 |
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,000 |
ULLICO6+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $21,496 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $18,047 |
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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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 11.84% | 8.15%+3.7pp | 7.87%+4.0pp | 11.45%+0.4pp |
| Employer contribution / active EE | $19,743 | $17,725+11.4% | $31,784-37.9% | $17,219+14.7% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |