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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC8 years Service code 17 · EIN 20-1164360 | Pension Consulting | $1,363,167 |
Service code 14 · EIN 41-0918427 | Plan Administrator | $879,162 |
ULLICO3 years Filed as: ULLICO INVESTEMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $344,683 |
Service code 28 · EIN 04-2895544 | Investment Management | $299,660 |
MILLIMAN, INC.7 years Service code 11 · EIN 91-0675641 | Actuarial | $242,635 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $219,685 |
WESTFIELD CAPITAL MANAGEMENT10+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 28 · EIN 80-0175963 | Investment Management | $156,554 |
Service code 29 · EIN 31-0541755 | Legal | $153,546 |
Service code 28 · EIN 13-3257590 | Investment Management | $153,447 |
Service code 21 · EIN 93-1799133 | Bank Trustee | $125,711 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 8.00% | 10.08%-2.1pp | 8.99%-1.0pp | 8.88%-0.9pp |
| Employer contribution / active EE | $20,157 | $15,398+30.9% | $25,171-19.9% | $15,934+26.5% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |