| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORPORATI Service code 21 · EIN 04-2452803 | Bank Trustee | $4,402,268 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $792,737 |
BREDHOFF & KAISER4+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $459,420 |
CONCEPT TECHNOLOGY INC4+ years Service code 49 · EIN 47-0910634 | Other Services | $180,051 |
DOUG JOHNSTON4+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $164,499 |
REBECCA HALEY4+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $161,440 |
JIEUN LEE4+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $151,615 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES KNIGHT Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $147,344 |
PARRIS PRINTING4+ years Service code 36 · EIN 62-1477701 211 WHITSETT RD · NASHVILLE, TN 37210 | Other services; Copying and duplicati... | $144,459 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN Service code 10 · EIN 22-2027092 4600- EAST WEST HWY · BETHESDA, MD 20814 | Accounting | $142,376 |
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 | $0 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -2.87% | 73.13%-76.0pp | 4.36%-7.2pp | 73.13%-76.0pp |
| Employer contribution / active EE | $4,451 | $8,421-47.1% | $27,383-83.7% | $8,421-47.1% |
| Participant deferral / active EE | $0 | $293-100.0% | $75-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |