| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER4 years Service code 29 · EIN 52-0969534 | Legal | $1,377,694 |
PGIM INVESTMENTS5 years Filed as: PGIM REAL ESTATE Service code 19 7 GIRALDA FARMS · MADISON, NJ 07940 | Securities Custodian | $673,310 |
SCHULTHEIS & PANETTIERI, LLP3 years Service code 10 · EIN 13-1577780 | Accounting | $544,041 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $382,613 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $273,176 |
MARQUETTE ASSOCIATES9+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $188,656 |
STATE STREET GLOBAL ADVISORS6 years Service code 28 · EIN 81-4017137 | Investment Management | $184,368 |
NATIONAL INVESTMENT SERVICES5 years Service code 28 · EIN 84-3937993 | Investment Management | $156,526 |
CARL IVKA2 years Filed as: CARL MACOMBER Service code 30 · EIN 52-6148540 | Employee (plan) | $117,675 |
ULLICO9+ years Filed as: UNION LABOR LIFE INSURANCE Service code 28 · EIN 13-1423090 | Investment Management | $113,248 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $337,745-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.1%-44.1pp | 0.0%0pp |
| Annual return | 11.18% | 13.18%-2.0pp | 9.57%+1.6pp | 13.18%-2.0pp |
| Employer contribution / active EE | $1,057 | $8,469-87.5% | $39,814-97.3% | $8,469-87.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $46-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $352,588-100.0% | - |