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| Provider | Service type | Compensation |
|---|---|---|
ULLICO6+ years Filed as: ULLICO/TRUST FUND ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $126,548 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 12 · EIN 94-3112180 | Direct payment from the plan; Investm... | $110,884 |
Service code 29 · EIN 43-1174269 | Legal | $104,551 |
WILSON-MCSHANE CORPORATION3 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $87,767 |
Filed as: PRUDENTIAL TRUST Service code 28 · EIN 22-1211670 | Investment Management | $62,872 |
CONSTRUCTION BENEFITS AUDIT CORP6+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $53,900 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $45,580 |
ULLICO2 years Filed as: ULLICO INFRASTRUCURE TAX EXEMPT FUN Service code 28 · EIN 90-0622302 | Investment Management | $45,041 |
THE SEGAL COMPANY6+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 50 · EIN 46-0619194 | Direct Payment | $27,509 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 36.86% | 24.46%+12.4pp | 11.08%+25.8pp | 13.24%+23.6pp |
| Employer contribution / active EE | $8,281 | $11,981-30.9% | $28,418-70.9% | $14,616-43.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |