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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2 years Service code 14 · EIN 41-0956552 | Plan Administrator | $414,200 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 51 · EIN 01-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $402,206 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 50 · EIN 43-1174269 | Direct Payment | $290,290 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $230,195 |
Filed as: WESTERN ASSET MGMT CO Service code 51 · EIN 95-2705767 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Investment Mgmt Fees | $212,626 |
IRON MOUNTAIN3 years Service code 49 · EIN 23-2588479 | Other Services | $164,171 |
FINANCIAL COUNSELORS INC3 years Filed as: FINANCIAL COUNSELORS, INC. Service code 28 · EIN 43-1703335 | Investment Management | $148,075 |
CHEIRON3 years Service code 11 · EIN 13-4215617 | Actuarial | $128,676 |
COMMERCE BANK3 years Service code 19 · EIN 43-6026325 | Securities Custodian | $99,228 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $87,500 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.59% | 8.48%+4.1pp | 8.10%+4.5pp | 8.48%+4.1pp |
| Employer contribution / active EE | $10,789 | $9,949+8.4% | $28,649-62.3% | $9,949+8.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $10-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |