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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $247,367 |
BENESYS, INC.6+ years Service code 12 · EIN 93-0446761 | Plan Administrator; Claims processing... | $203,576 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST. · CHICAGO, IL 60606 | Investment Management | $149,534 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $106,012 |
ULLICO6+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $85,283 |
VERUS6+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $70,000 |
Filed as: PANAGORA INVESTMENT MANAGER Service code 28 · EIN 04-3183235 | Investment Management | $54,126 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $41,809 |
Filed as: BROWNSTEIN, RASK, SWEENEY, KERR Service code 29 · EIN 93-0589000 | Legal | $40,511 |
ULLICO6+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $39,970 |
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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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 25.28% | 14.11%+11.2pp | 14.84%+10.4pp | 15.63%+9.6pp |
| Employer contribution / active EE | $10,296 | $13,673-24.7% | $37,950-72.9% | $11,476-10.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |