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| Provider | Service type | Compensation |
|---|---|---|
UA LOCAL 3433+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $76,020 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $74,910 |
VERUS3+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $73,057 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $44,901 |
ROTHSCHILD ASSET MANAGEMENT3+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $39,591 |
KAUFMANN & GOBLE3+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 11 · EIN 94-2614826 | Actuarial | $37,100 |
KRAW LAW GROUP1 year Service code 29 · EIN 32-0465891 | Legal | $31,403 |
Filed as: WHITE STAR Service code 28 902 CLINT MORRE RD., SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $30,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: U.S. BANK Service code 19 · EIN 31-8041358 | Securities Custodian | $28,665 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $21,157 |
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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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.80% | 11.09%+2.7pp | 8.32%+5.5pp | 13.95%-0.1pp |
| Employer contribution / active EE | $19,356 | $10,980+76.3% | $30,793-37.1% | $16,598+16.6% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |