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| Provider | Service type | Compensation |
|---|---|---|
ULLICO10+ years Filed as: ULLICO/TRUST FUND ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $165,932 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 12 · EIN 94-3112180 | Investment management fees paid direc... | $132,585 |
WILSON-MCSHANE CORPORATION7 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $103,900 |
Service code 29 · EIN 43-1174269 | Legal | $84,147 |
CONSTRUCTION BENEFITS AUDIT CORP10+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $50,351 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $49,200 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST Service code 28 · EIN 22-1211670 | Investment Management | $45,961 |
COMMERCE BANK2 years Filed as: COMMERCE TRUST COMPANY Service code 28 1000 WALNUT ST. · KANSAS CITY, MO 64105 | Investment Management | $45,047 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 28 277 PARK AVE, 35TH FLOOR · NEW YORK, NY 10172 | Investment Management | $41,208 |
ULLICO6 years Filed as: ULLICO INFRASTRUCURE TAX EXEMPT FUN Service code 28 · EIN 90-0622302 | Investment Management | $38,298 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | 4.63% | 8.62%-4.0pp | 8.99%-4.4pp | 10.52%-5.9pp |
| Employer contribution / active EE | $10,338 | $14,400-28.2% | $25,171-58.9% | $15,140-31.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |