| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $104,373 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 51 · EIN 13-2869611 | Investment Mgmt Fees | $60,000 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $46,898 |
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER C. BARKSDALE & ASSOC. Q Service code 51 | Investment Mgmt Fees | $45,074 |
MANNING & NAPIER1+ years Service code 51 · EIN 16-0995736 | Investment Mgmt Fees | $43,679 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: PHILADELPHIA TRUST Service code 51 | Investment Mgmt Fees | $43,311 |
GRASSI & CO1+ years Filed as: GRASSI & CO., CPAS Service code 10 · EIN 11-3266576 | Accounting | $30,263 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY Service code 51 | Investment Mgmt Fees | $18,163 |
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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | -3.22% | -0.85%-2.4pp | -1.08%-2.1pp | -7.14%+3.9pp |
| Employer contribution / active EE | $4,879 | $14,391-66.1% | $35,779-86.4% | $14,613-66.6% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |