| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $916,194 |
BREDHOFF & KAISER6+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $910,008 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 24 · EIN 47-2126910 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Discretionary Trustee | $535,000 |
US BANK5 years Filed as: US BANK, NA Service code 21 · EIN 31-0841368 | Bank Trustee | $261,053 |
OLYMBEC USA LLC1 year Service code 49 · EIN 98-0432884 1004 E. BROOKS RD · MEMPHIS, TN 38116 | Other Services | $191,999 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES KNIGHT Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $188,499 |
CAROLYN A. MAYES, CPA3 years Filed as: CAROLYN ADAMS-ROSSIGNOL Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $186,561 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 4 WESTBROOK CORPORATE CENTER · WESTCHESTER, IL 60154 | Accounting | $183,667 |
DOUG JOHNSTON6+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $167,706 |
JIEUN LEE6+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $161,408 |
Employer contribution per participant 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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 16.46% | 12.05%+4.4pp | 793.01%-776.6pp | 12.86%+3.6pp |
| Employer contribution / active EE | $4,725 | $21,947-78.5% | $27,004-82.5% | $13,687-65.5% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |