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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE K2+ years Filed as: EMPLOYEE Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $106,823 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1928058 | Actuarial | $92,764 |
REID & RIEGE, P.C.2+ years Filed as: REID & RIEGE Service code 29 · EIN 06-0867204 | Legal | $65,607 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $50,039 |
LAZARD ASSET MANAGEMENT2+ years Service code 28 · EIN 05-0530199 | Investment Management | $47,888 |
Filed as: INTERCONTINENTIAL Service code 28 · EIN 11-3786306 | Investment Management | $43,379 |
Service code 10 · EIN 06-0931761 | Accounting | $41,542 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $35,802 |
LOOMIS SAYLES2+ years Service code 28 · EIN 20-8080381 | Investment Management | $30,683 |
BOSTON TRUST WALDEN COMPANY2+ years Filed as: BOSTON TRUST AND INVESTMENT MGMT CO Service code 21 · EIN 04-2273811 | Bank Trustee | $28,276 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.80% | 11.78%-3.0pp | 8.32%+0.5pp | 23.90%-15.1pp |
| Employer contribution / active EE | $20,951 | $11,309+85.3% | $30,793-32.0% | $16,539+26.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |