| Provider | Service type | Compensation |
|---|---|---|
Filed as: SEI INVESTMENT MANAGEMENT CORPORATI Service code 21 · EIN 04-2452803 | Bank Trustee | $2,236,262 |
BREDHOFF & KAISER5+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $817,829 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $547,389 |
US BANK4 years Filed as: US BANK, NA Service code 21 · EIN 31-0841368 | Bank Trustee | $282,180 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 24 · EIN 47-2126910 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Discretionary Trustee | $274,691 |
THE SEGAL COMPANY5+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $219,005 |
CAROLYN A. MAYES, CPA2 years Filed as: CAROLYN ADAMS-ROSSIGNOL Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $185,046 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES KNIGHT Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $174,174 |
CONCEPT TECHNOLOGY INC5+ years Service code 49 · EIN 47-0910634 | Other Services | $167,687 |
DOUG JOHNSTON5+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $161,810 |
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 18.14% | 53.17%-35.0pp | 18.06%+0.1pp | 21.83%-3.7pp |
| Employer contribution / active EE | $9,828 | $14,715-33.2% | $30,411-67.7% | $12,237-19.7% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |