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| Provider | Service type | Compensation |
|---|---|---|
ULLICO4+ years Filed as: ULLICO/TRUST FUND ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $130,298 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $120,734 |
Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $85,150 |
Service code 29 · EIN 43-1174269 | Legal | $83,926 |
Filed as: PRUDENTIAL TRUST Service code 28 · EIN 22-1211670 | Investment Management | $79,066 |
MANNING & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $54,709 |
CONSTRUCTION BENEFITS AUDIT CORP4+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $46,116 |
BENESYS, INC.4+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $41,475 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN Service code 10 · EIN 43-0865316 | Accounting | $26,261 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 2.97% | 10.27%-7.3pp | 10.56%-7.6pp | 53.27%-50.3pp |
| Employer contribution / active EE | $8,485 | $12,273-30.9% | $30,199-71.9% | $14,774-42.6% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |