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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $274,602 |
PANAGORA ASSET MANAGEMENT8+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $231,082 |
STERLING ORGANIZATION LLC3 years Service code 28 · EIN 20-5095365 | Investment Management | $216,357 |
HAMILTON LANE ADVISORS, LLC7 years Service code 28 · EIN 23-2962336 | Investment Management | $182,138 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $177,378 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $160,966 |
WEDGE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 56-1557450 | Investment Management | $157,707 |
LSV ASSET MANAGEMENT5 years Filed as: LSV ASSET MANAGEMENT INTRNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $149,104 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2626110 | Pension Consulting | $143,750 |
ROCK CREEK GROUP8+ years Service code 28 · EIN 04-3648062 | Investment Management | $141,531 |
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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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -11.51% | -14.77%+3.3pp | 7.07%-18.6pp | 23.41%-34.9pp |
| Employer contribution / active EE | $1,892 | $4,290-55.9% | $34,847-94.6% | $12,650-85.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |