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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 52-6148540 | Contract Administrator | $371,973 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $154,167 |
PGIM INVESTMENTS5 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $147,708 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,760 |
STATE STREET GLOBAL ADVISORS6 years Service code 28 · EIN 81-4017137 | Investment Management | $40,446 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 · EIN 84-3937993 | Investment Management | $34,338 |
ULLICO9+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $24,844 |
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,000 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,500 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $19,187 |
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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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 11.78% | 9.11%+2.7pp | 9.36%+2.4pp | 9.11%+2.7pp |
| Employer contribution / active EE | $3,420 | $12,231-72.0% | $31,270-89.1% | $12,231-72.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |