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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1928058 | Actuarial | $72,876 |
REID & RIEGE, P.C.3 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $65,953 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $62,225 |
EMPLOYEE K3 years Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $52,890 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $50,000 |
RIDGEWORTH3 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $41,524 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $41,131 |
EMPLOYEE K3 years Filed as: EMPLOYEE X Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $33,975 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $32,389 |
R.M. CHEVERIE & ASSOCIATES3 years Filed as: R.M. CHEVERIE & ASSOCIATES P.C. Service code 29 · EIN 06-1335139 | Legal | $30,346 |
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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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -3.86% | 6.41%-10.3pp | 8.01%-11.9pp | 11.45%-15.3pp |
| Employer contribution / active EE | $17,251 | $11,592+48.8% | $29,476-41.5% | $17,219+0.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |