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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-2600875 | Contract Administrator | $292,875 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $223,210 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 | Securities Custodian | $173,626 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS PC Service code 29 · EIN 43-1174269 | Legal | $163,834 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $160,504 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $152,854 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $150,000 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $118,129 |
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1975125 | Actuarial | $102,341 |
COMMERCE BANK6+ years Filed as: COMMERCE TRUST Service code 28 · EIN 04-3574162 | Investment Management | $90,493 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 25.92% | 24.46%+1.5pp | 11.08%+14.8pp | 13.24%+12.7pp |
| Employer contribution / active EE | $12,113 | $11,981+1.1% | $28,418-57.4% | $14,616-17.1% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |