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| Provider | Service type | Compensation |
|---|---|---|
VERUS5+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $94,207 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $80,434 |
UA LOCAL 3435+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $76,020 |
LINDQUIST LLP5+ years Service code 10 · EIN 52-2385296 | Accounting | $54,744 |
WHITESTAR ADVISORS, LLC2 years Filed as: WHITESTAR ADVISORS Service code 28 902 CLINT MORRE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $45,000 |
ROTHSCHILD ASSET MANAGEMENT5+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $38,915 |
KAUFMANN & GOBLE5+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 11 · EIN 94-2614826 | Actuarial | $38,400 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $23,539 |
KRAW LAW GROUP3 years Service code 29 · EIN 32-0465891 | Legal | $22,397 |
THE BANK OF NEW YORK MELLON5+ years Filed as: U.S. BANK Service code 19 · EIN 31-8041368 | Securities Custodian | $21,537 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 14.14% | 10.27%+3.9pp | 10.56%+3.6pp | 53.27%-39.1pp |
| Employer contribution / active EE | $21,846 | $12,273+78.0% | $30,199-27.7% | $14,774+47.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |