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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 12 · EIN 94-3112180 | Investment management; Direct payment... | $139,360 |
ULLICO8+ years Filed as: ULLICO/TRUST FUND ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $134,606 |
WILSON-MCSHANE CORPORATION5 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 43-6051454 | Contract Administrator | $96,582 |
Service code 29 · EIN 43-1174269 | Legal | $85,914 |
Filed as: PRUDENTIAL TRUST Service code 28 · EIN 22-1211670 | Investment Management | $60,063 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $49,325 |
Filed as: BOYD WATTERSON Service code 28 1301 E. 9TH ST., SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $44,772 |
CONSTRUCTION BENEFITS AUDIT CORP8+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244218 | Accounting | $37,107 |
ULLICO4 years Filed as: ULLICO INFRASTRUCURE TAX EXEMPT FUN Service code 28 · EIN 90-0622302 | Investment Management | $36,341 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $35,000 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -6.99% | 7.15%-14.1pp | 20.18%-27.2pp | 37.74%-44.7pp |
| Employer contribution / active EE | $9,351 | $13,270-29.5% | $29,108-67.9% | $15,788-40.8% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |