| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES), Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $890,107 |
BREDHOFF & KAISER10+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 805 15TH STREET, NW · WASHINGTON, DC 20005 | Legal | $530,459 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY MITH BARNEY LLC Service code 27 · EIN 11-3658445 2000 WESTCHESTER AVE · PURCHASE, NY 10577 | Advisory (Plan) | $300,000 |
CAROLYN A. MAYES, CPA7 years Filed as: CAROLYN ADAMS-ROSSIGNOL Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $256,166 |
OLYMBEC USA LLC5 years Service code 49 · EIN 98-0432884 1004 E. BROOKS ROAD · MEMPHIS, TN 38116 | Other Services | $229,592 |
DOUG JOHNSTON10+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $213,525 |
MEREDITH J. SESSER2 years Filed as: MEREDITH ALBRIGHT Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $198,862 |
LISA LINDAUER10+ years Filed as: LISA ELLIS Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $172,693 |
DONALD TAYLOR10+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $171,686 |
THE AME GROUP1 year Service code 49 · EIN 82-3068834 619 MAIN STREET · VINCENNES, IN 47591 | Other Services | $162,719 |
Participant 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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 10.96% | 8.05%+2.9pp | 6.70%+4.3pp | 9.30%+1.7pp |
| Employer contribution / active EE | $17,025 | $10,660+59.7% | $25,217-32.5% | $12,551+35.7% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |