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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HEALTH SRVCS & BENEFIT ADMINISTRA Service code 13 · EIN 94-3089465 | Contract Administrator | $114,091 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $70,000 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $53,101 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $43,340 |
KRAW LAW GROUP2+ years Filed as: KRAW LAW GROUP APC Service code 29 · EIN 32-0465891 | Legal | $32,853 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $30,050 |
SOUTHERN SUN ASSET MANAGEMENT2+ years Service code 28 · EIN 27-2990431 | Investment Management | $17,168 |
SEGALL BRYANT & HAMILL2+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $14,604 |
U.A. LOCAL 1592+ years Service code 15 · EIN 94-0944925 | Recordkeeping | $13,368 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $11,573 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 8.48% | 3.49%+5.0pp | 4.16%+4.3pp | 7.18%+1.3pp |
| Employer contribution / active EE | $12,566 | $11,083+13.4% | $29,966-58.1% | $13,095-4.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |