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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MCGRANN SHEA Service code 29 · EIN 41-1654544 | Legal | $73,850 |
WHITE PINE CAPITAL1+ years Service code 28 · EIN 41-1933144 | Investment Management | $71,702 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-6257033 | Investment Management | $70,427 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $59,052 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 34-0841368 | Securities Custodian | $58,429 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $46,246 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $43,422 |
SLOCUM & ASSOCIATES1+ years Filed as: SLOCUM & ASSOCIATES, INC. Service code 17 · EIN 41-1567437 | Pension Consulting | $30,250 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $21,667 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $18,700 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.16% | 3.49%-3.7pp | 4.16%-4.3pp | 7.18%-7.3pp |
| Employer contribution / active EE | $11,657 | $11,083+5.2% | $29,966-61.1% | $13,095-11.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |