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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $138,337 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $137,964 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $133,918 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $126,936 |
LOOMIS SAYLES8+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $121,192 |
WELLINGTON TRUST COMPANY5 years Service code 28 · EIN 04-2755549 | Investment Management | $119,617 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $96,361 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $62,563 |
BRADY, MCGUIRE & STEINBERG, PC8+ years Service code 29 · EIN 13-4089943 | Legal | $38,105 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $29,999 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.77% | 7.15%-1.4pp | 20.18%-14.4pp | 37.77%-32.0pp |
| Employer contribution / active EE | $12,577 | $13,270-5.2% | $29,108-56.8% | $15,798-20.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |