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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-2600875 | Contract Administrator | $291,520 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $260,725 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS PC Service code 29 · EIN 43-1174269 | Legal | $160,293 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $153,200 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $145,775 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 | Securities Custodian | $141,560 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $126,389 |
ROCKPOINT1 year Service code 28 · EIN 83-1098552 | Investment Management | $120,468 |
LOOMIS SAYLES5+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $111,257 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $107,163 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.29% | 6.82%-0.5pp | 8.01%-1.7pp | 12.86%-6.6pp |
| Employer contribution / active EE | $12,001 | $12,695-5.5% | $29,476-59.3% | $13,687-12.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |