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| Provider | Service type | Compensation |
|---|---|---|
ULLICO3+ years Filed as: ULLICO/TRUST FUND ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $130,620 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $114,533 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $104,662 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $101,157 |
TIC INTERNATIONAL CORPORATION3+ years Filed as: TIC INTERNATIONAL Service code 12 · EIN 13-2600875 | Direct payment from the plan; Claims ... | $77,544 |
CONSTRUCTION BENEFITS AUDIT CORP3+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $49,846 |
Filed as: PRUDENTIAL TRUST Service code 28 · EIN 22-1211670 | Investment Management | $45,637 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $35,100 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 101 NORTH WACKER DRIVE, SUITE 500 · CHICAGO, IL 606061724 | Insurance services; Direct payment fr... | $26,999 |
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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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 10.31% | 4.25%+6.1pp | -752.26%+762.6pp | 0.19%+10.1pp |
| Employer contribution / active EE | $8,181 | $11,906-31.3% | $31,802-74.3% | $13,763-40.6% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |