| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES), Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $958,269 |
MEKETA INVESTMENT GROUP4 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 |
CAROLYN A. MAYES, CPA5 years Filed as: CAROLYN ADAMS-ROSSIGNOL Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $206,056 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES KNIGHT Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $195,971 |
DOUG JOHNSTON8+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $170,133 |
JIEUN LEE8+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $155,651 |
LISA LINDAUER8+ years Filed as: LISA ELLIS Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $140,330 |
CHRISTINA MADERICH8+ years Filed as: CHRISTINA ANNENKOFF Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $135,327 |
TONISHA FRANKLIN8+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $134,276 |
THOMAS BEAL8+ years Filed as: THOMAS ELEFANTE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $129,304 |
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 | $2,456,633-100.0% | $53,690-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 1.5%-1.5pp |
| Annual return | -9.27% | -13.75%+4.5pp | -4.80%-4.5pp | 23.41%-32.7pp |
| Employer contribution / active EE | $4,368 | $13,276-67.1% | $30,897-85.9% | $12,650-65.5% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $40,849-100.0% | $14,884-100.0% |