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| Provider | Service type | Compensation |
|---|---|---|
WHITESTAR ADVISORS, LLC1 year Filed as: WHITESTAR ADVISORS Service code 28 902 CLINT MORRE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $98,750 |
VERUS4+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $94,034 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $76,541 |
UA LOCAL 3434+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $76,020 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $57,068 |
ROTHSCHILD ASSET MANAGEMENT4+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $43,569 |
KAUFMANN & GOBLE4+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 11 · EIN 94-2614826 | Actuarial | $38,300 |
KRAW LAW GROUP2 years Service code 29 · EIN 32-0465891 | Legal | $30,648 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $22,899 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 19 · EIN 31-8041368 | Securities Custodian | $17,817 |
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Annual investment return 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -4.82% | 4.25%-9.1pp | -752.26%+747.4pp | 0.19%-5.0pp |
| Employer contribution / active EE | $22,548 | $11,906+89.4% | $31,802-29.1% | $13,763+63.8% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |