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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $248,304 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MANAGEMENT INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $184,128 |
PANAGORA ASSET MANAGEMENT2+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $178,331 |
VICTORY2+ years Filed as: VICTORY CAPITAL Service code 28 · EIN 38-3212521 | Investment Management | $163,088 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $162,736 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $139,397 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $127,922 |
Service code 28 · EIN 01-0614895 | Investment Management | $97,664 |
Service code 17 · EIN 51-6055922 | Pension Consulting | $85,725 |
MARCO CONSULTING GROUP2+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $83,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,821-100.0% | $139,743-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 22.6%-22.6pp | 5.5%-5.5pp |
| Annual return | 7.65% | 5.86%+1.8pp | 4.96%+2.7pp | 5.86%+1.8pp |
| Employer contribution / active EE | $1,404 | $10,137-86.1% | $29,749-95.3% | $10,137-86.1% |
| Participant deferral / active EE | $0 | $492-100.0% | $26-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $3,369-100.0% | $387-100.0% |