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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION4+ years Filed as: WILSON-MCSHANE CORP Service code 10 · EIN 41-0956552 | Accounting | $177,300 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY-MELLON Service code 28 · EIN 25-1777361 | Investment Management | $141,237 |
INVESCO4+ years Service code 28 · EIN 58-1707262 | Investment Management | $84,561 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $84,556 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $83,164 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,000 |
Filed as: PYRAMIS GLOBAL INVESTORS Service code 28 · EIN 20-4659714 | Investment Management | $46,334 |
CONSTRUCTION BENEFITS AUDIT CORP4+ years Filed as: CONSTRUCTION BENEFIT AUDIT CORP Service code 10 · EIN 43-1244128 | Accounting | $39,136 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 29 · EIN 43-1174269 | Legal | $37,315 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $24,423 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -3.53% | 4.52%-8.0pp | -0.70%-2.8pp | 0.19%-3.7pp |
| Employer contribution / active EE | $8,955 | $13,719-34.7% | $28,903-69.0% | $13,763-34.9% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |