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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1928058 | Actuarial | $84,190 |
REID & RIEGE, P.C.2 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $66,406 |
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 05-0530199 | Investment Management | $52,496 |
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $50,000 |
EMPLOYEE K2 years Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $45,587 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $44,226 |
RIDGEWORTH2 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $42,386 |
R.M. CHEVERIE & ASSOCIATES2 years Filed as: R.M. CHEVERIE & ASSOCIATES P.C. Service code 29 · EIN 06-1335139 | Legal | $41,668 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $40,787 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $35,977 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 2.93% | 10.27%-7.3pp | 10.56%-7.6pp | 53.27%-50.3pp |
| Employer contribution / active EE | $20,908 | $12,273+70.4% | $30,199-30.8% | $14,774+41.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |