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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Service code 13 · EIN 44-0645349 | Contract Administrator | $62,550 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $39,041 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON EQUITIES Service code 28 · EIN 25-1777361 | Investment Management | $38,617 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $35,321 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
CONSTRUCTION BENEFITS AUDIT CORP2+ years Service code 10 · EIN 43-1244218 | Accounting | $20,073 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 35-2156428 | Investment Management | $18,895 |
SUMMERS, SPENCER & COMPANY PA2+ years Filed as: SUMMERS, SPENCER & COMPANY, P.A. Service code 10 · EIN 48-0969601 | Accounting | $14,739 |
COMMERCE BANK2+ years Filed as: COMMERCE TRUST COMPANY Service code 19 922 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $10,346 |
BLACKROCK2+ years Filed as: BLACKROCK INVESTMENTS LLC Service code 28 40 E. 52ND ST. · NEW YORK CITY, NY 10022 | Investment Management | $0 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 5.89% | 3.49%+2.4pp | 4.16%+1.7pp | 7.18%-1.3pp |
| Employer contribution / active EE | $6,350 | $11,083-42.7% | $29,966-78.8% | $13,095-51.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |