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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 13-2600875 | Contract Administrator | $300,000 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 28 · EIN 22-1211670 | Investment Management | $254,435 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $182,133 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 | Securities Custodian | $174,134 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $150,000 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS PC Service code 29 · EIN 43-1174269 | Legal | $121,199 |
CONSTRUCTION BENEFITS AUDIT CORP8+ years Service code 10 · EIN 43-1244218 | Accounting | $108,109 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $97,756 |
COMMERCE BANK8+ years Filed as: COMMERCE TRUST Service code 28 · EIN 04-3574162 | Investment Management | $81,297 |
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $80,106 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 3.13% | 7.15%-4.0pp | 20.18%-17.0pp | 37.77%-34.6pp |
| Employer contribution / active EE | $13,152 | $13,270-0.9% | $29,108-54.8% | $15,798-16.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |