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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION2+ years Filed as: WILSON-MCSHANE CORP Service code 10 · EIN 41-0956552 | Accounting | $166,800 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY-MELLON Service code 28 · EIN 25-1777361 | Investment Management | $128,837 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $90,695 |
INVESCO2+ years Service code 28 · EIN 58-1707262 | Investment Management | $79,789 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $76,608 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $76,601 |
ARNOLD & KADJAN2+ years Filed as: ARNOLD NEWBOLD WINTER JACKSON Service code 29 · EIN 43-1174269 | Legal | $67,456 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,000 |
Filed as: PYRAMIS GLOBAL INVESTORS Service code 28 · EIN 20-4659714 | Investment Management | $53,023 |
CONSTRUCTION BENEFITS AUDIT CORP2+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244128 | Accounting | $27,707 |
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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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 7.17% | 4.38%+2.8pp | 4.72%+2.5pp | 7.18%0pp |
| Employer contribution / active EE | $9,184 | $13,406-31.5% | $30,821-70.2% | $13,095-29.9% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |