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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $260,580 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MANAGEMENT INTERNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $226,348 |
PANAGORA ASSET MANAGEMENT3+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $198,686 |
VICTORY3+ years Filed as: VICTORY CAPITAL Service code 28 · EIN 38-3212521 | Investment Management | $180,087 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $154,373 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $141,023 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $134,197 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $133,798 |
MARCO CONSULTING GROUP3+ years Service code 17 · EIN 36-3555078 | Pension Consulting | $111,500 |
Service code 28 · EIN 01-0614895 | Investment Management | $110,371 |
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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 | $0 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.15% | 16.32%-4.2pp | 10.66%+1.5pp | 16.32%-4.2pp |
| Employer contribution / active EE | $1,310 | $12,766-89.7% | $30,880-95.8% | $12,766-89.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $65-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |