| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0671859 9200 US ROUTE 60 · ONA, WV 25545 | Contract Administrator | $120,629 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $94,705 |
Filed as: QUALITATIVE MANAGEMENT Service code 25 · EIN 33-1077887 TWO GATEWAY CENTER, 6TH FLOOR · NEWARK, NJ 07102 | Directed Trustee | $90,824 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 19 · EIN 20-8080381 1384 OLD FREEPORT ROAD · PITTSBURGH, PA 15238 | Securities Custodian | $75,681 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER AND ASSOCIATES Service code 27 · EIN 94-2854958 535 MIDDLEFIELD ROAD, SUITE 230 · MENLO PARK, CA 94025 | Advisory (Plan) | $70,000 |
ACRISURE1 year Service code 11 · EIN 92-3652116 100 OTTAWA AVENUE SW · GRAND RAPIDS, MI 49503 | Actuarial | $64,720 |
MACALA & PIATT, LLC2 years Service code 29 · EIN 34-1933033 601 SOUTH MAIN STREET · NORTH CANTON, OH 48035 | Legal | $51,590 |
Filed as: FIDELTY INVESTMENTS Service code 19 · EIN 04-3532603 82 DEVONSHIRE STREET, G10D · BOSTON, MA 02109 | Securities Custodian | $50,974 |
Service code 10 · EIN 82-5354495 400 FORT PIERPONT DRIVE SUITE 202 · MORGANTOWN, WV 26508 | Accounting | $41,340 |
ULLICO1 year Service code 19 · EIN 13-1423090 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Securities Custodian | $38,213 |
Annual investment return 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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.16% | 8.62%-3.5pp | 8.99%-3.8pp | 10.52%-5.4pp |
| Employer contribution / active EE | $11,582 | $14,400-19.6% | $25,171-54.0% | $15,140-23.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |