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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $274,210 |
PANAGORA ASSET MANAGEMENT9+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $256,181 |
HAMILTON LANE ADVISORS, LLC8 years Service code 28 · EIN 23-2962336 | Investment Management | $201,917 |
STERLING ORGANIZATION LLC4 years Service code 28 · EIN 20-5095365 | Investment Management | $194,640 |
LSV ASSET MANAGEMENT6 years Filed as: LSV ASSET MANAGEMENT INTRNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $164,849 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 28 · EIN 56-1557450 | Investment Management | $159,992 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $158,822 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $147,257 |
ROCK CREEK GROUP9+ years Service code 28 · EIN 04-3648062 | Investment Management | $146,734 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2626110 | Pension Consulting | $145,000 |
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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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 9.79% | 8.44%+1.4pp | 14.20%-4.4pp | 9.11%+0.7pp |
| Employer contribution / active EE | $1,956 | $3,337-41.4% | $29,492-93.4% | $12,231-84.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |