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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-2600875 | Contract Administrator | $300,340 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $262,536 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $192,082 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 | Securities Custodian | $164,204 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $150,000 |
THE SEGAL COMPANY3 years Service code 11 · EIN 13-1975125 | Actuarial | $143,547 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS PC Service code 29 · EIN 43-1174269 | Legal | $129,740 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $107,506 |
COMMERCE BANK7+ years Filed as: COMMERCE TRUST Service code 28 · EIN 04-3574162 | Investment Management | $95,101 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $82,769 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -12.11% | -8.26%-3.8pp | -5.85%-6.3pp | 2.78%-14.9pp |
| Employer contribution / active EE | $12,498 | $12,543-0.4% | $31,839-60.7% | $15,276-18.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |