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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY7 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $82,419 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $72,825 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $70,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $61,456 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $55,720 |
MOORE COLSON7 years Filed as: M. MOORE Service code 30 · EIN 36-6051352 | Employee (plan) | $49,257 |
R. LAINO2 years Filed as: B. LAINO Service code 30 · EIN 36-6051352 | Employee (plan) | $42,425 |
C. DYMON2 years Service code 30 · EIN 36-6051352 | Employee (plan) | $33,606 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $20,432 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $18,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 43.7%-43.7pp |
| Annual return | 11.86% | 8.44%+3.4pp | 8.61%+3.2pp | 13.05%-1.2pp |
| Employer contribution / active EE | $0 | $36,702-100.0% | $33,036-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $31,365-100.0% |