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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $229,062 |
BENESYS, INC.7+ years Service code 12 · EIN 93-0446761 | Plan Administrator; Claims processing... | $215,357 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $124,379 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA INVESTMENT MANAGER Service code 28 · EIN 04-3183235 | Investment Management | $104,707 |
WILLIAM BLAIR7+ years Filed as: WILLIAM BLAIR & COMPANY Service code 28 222 W ADAMS ST. · CHICAGO, IL 60606 | Investment Management | $97,437 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE INVESTMENT MANAGER Service code 28 · EIN 52-2037618 | Investment Management | $89,696 |
ULLICO7+ years Filed as: UNION BANK Service code 19 · EIN 94-0304228 | Securities Custodian | $83,399 |
VERUS7+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $70,000 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $42,955 |
ULLICO7+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $38,137 |
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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 | $2,456,633-100.0% | - | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 0.0%0pp | 1.5%-1.5pp |
| Annual return | -11.24% | -13.54%+2.3pp | 22.50%-33.7pp | 23.41%-34.7pp |
| Employer contribution / active EE | $10,208 | $14,842-31.2% | $33,849-69.8% | $12,650-19.3% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | - | $14,884-100.0% |