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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 50 · EIN 44-0645349 | Direct Payment | $64,400 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 50 · EIN 43-1174269 | Direct Payment | $43,907 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES Service code 50 · EIN 35-2156428 | Direct Payment | $38,150 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 50 · EIN 13-2646110 | Direct Payment | $30,000 |
CONSTRUCTION BENEFITS AUDIT CORP3+ years Service code 10 · EIN 43-1244218 | Accounting | $24,810 |
Filed as: PRUDENTIAL INSURANCE Service code 51 · EIN 35-2156428 | Investment Mgmt Fees | $22,384 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON EQUITIES Service code 51 · EIN 25-1777361 | Investment Mgmt Fees | $20,777 |
SUMMERS, SPENCER & COMPANY PA3+ years Filed as: SUMMERS, SPENCER & COMPANY, P.A. Service code 10 · EIN 48-0969601 | Accounting | $14,900 |
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 19 922 WALNUT · KANSAS CITY, MO 64106 | Securities Custodian | $11,849 |
BLACKROCK3+ 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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.49% | 11.78%+1.7pp | 8.32%+5.2pp | 23.90%-10.4pp |
| Employer contribution / active EE | $6,797 | $11,309-39.9% | $30,793-77.9% | $16,539-58.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |