| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES), Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $900,596 |
BREDHOFF & KAISER9+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 805 15TH STREET, NW · WASHINGTON, DC 20005 | Legal | $341,705 |
Filed as: MORGAN STANLEY MITH BARNEY LLC Service code 27 · EIN 11-3658445 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $292,704 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 24 · EIN 47-2126910 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Discretionary Trustee | $267,500 |
CAROLYN A. MAYES, CPA6 years Filed as: CAROLYN ADAMS-ROSSIGNOL Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $228,740 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES KNIGHT Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $208,266 |
DOUG JOHNSTON9+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $178,362 |
JIEUN LEE9+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $174,565 |
LISA LINDAUER9+ years Filed as: LISA ELLIS Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $153,775 |
DONALD TAYLOR9+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $149,949 |
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 | $13,363-100.0% | $80,293-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 5.6%-5.6pp | 2.2%-2.2pp |
| Annual return | 118.68% | 9.87%+108.8pp | 15.31%+103.4pp | 9.11%+109.6pp |
| Employer contribution / active EE | $5,633 | $9,738-42.2% | $28,686-80.4% | $12,231-53.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $126-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $456-100.0% | $125-100.0% |