| Provider | Service type | Compensation |
|---|---|---|
Filed as: INT'L UNION OF BAC Service code 15 · EIN 53-0038250 | Recordkeeping | $4,793,366 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 17 · EIN 94-2854958 | Pension Consulting | $935,625 |
ARROWMARK PARTNERS1 year Filed as: ARROWMARK CAPITAL Service code 28 · EIN 04-3472863 | Investment Management | $816,696 |
CHEIRON9+ years Filed as: CHEIRON, INC Service code 17 · EIN 13-4215617 | Pension Consulting | $323,408 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $238,952 |
O'DONOGHUE & O'DONOGHUE8 years Service code 29 · EIN 53-0120528 | Legal | $210,876 |
LESTER W. KAUFFMAN III1 year Service code 30 · EIN 52-6127745 | Direct payment from the plan; Employe... | $196,354 |
Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $155,371 |
O'DWYER & BERNSTEIN, LLP9+ years Filed as: O'DWYER & BERNSTIEN LLP Service code 29 · EIN 13-5286665 | Legal | $149,374 |
MICHAEL F. YATES & COMPANY, INC.9+ years Filed as: MICHAEL SHELTON Service code 30 · EIN 52-6127745 | Employee (plan); Direct payment from ... | $138,304 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $473,625-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 0.0%0pp |
| Annual return | 10.59% | 7.10%+3.5pp | 20.18%-9.6pp | 13.18%-2.6pp |
| Employer contribution / active EE | $4,478 | $12,760-64.9% | $29,108-84.6% | $8,469-47.1% |
| Participant deferral / active EE | $0 | $1-100.0% | $6-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,262-100.0% | - |