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| Provider | Service type | Compensation |
|---|---|---|
LABOR TRUST SERVICES, INC.7 years Service code 10 · EIN 92-0034888 | Accounting | $218,391 |
CHEIRON7 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $128,178 |
VERUS9 years Service code 17 · EIN 91-1320111 | Pension Consulting | $75,000 |
Service code 28 · EIN 91-1042342 | Investment Management | $72,071 |
TUCKER ARENSBERG2 years Service code 19 · EIN 25-1425735 | Securities Custodian | $42,674 |
ULLICO2 years Service code 50 · EIN 13-1423090 | Direct Payment | $40,671 |
MMA SECURITIES LLC7 years Filed as: MARSH & MCLENNAN AGENCY LLC Service code 23 · EIN 36-2338272 1301 5TH AVENUE, SUITE 1900 · SEATTLE, WA 98101 | Direct payment from the plan; Insuran... | $35,496 |
ANASTASI, MOORE & MARTIN, PLLC10+ years Service code 10 · EIN 20-8149084 | Accounting | $23,500 |
THE BANK OF NEW YORK MELLON6 years Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $15,000 |
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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 | $36,224-100.0% | $186,703-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 2.5%-2.5pp |
| Annual return | 7.89% | 9.00%-1.1pp | 8.93%-1.0pp | 8.25%-0.4pp |
| Employer contribution / active EE | $16,455 | $14,409+14.2% | $26,306-37.4% | $18,668-11.9% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,041-100.0% | $200-100.0% |