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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING - THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $249,730 |
Filed as: SILCHESTER INT'L INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $58,705 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $51,022 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $45,906 |
KPMG LLP1+ years Service code 10 · EIN 13-5565207 | Accounting | $44,500 |
PZENA INVESTMENT MANAGEMENT1+ years Filed as: PZENA Service code 28 · EIN 13-3860154 | Investment Management | $41,966 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $29,132 |
Filed as: HIGHCLERE Service code 28 · EIN 26-3835870 | Investment Management | $6,414 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $6,066 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,168 | $32,487+76.0% | $115,507-50.5% | $35,636+60.4% |
| Participation rate | 96.2% | 38.4%+57.8pp | 42.8%+53.4pp | 1.8%+94.4pp |
| Annual return | -7.24% | 5.83%-13.1pp | 4.07%-11.3pp | 7.18%-14.4pp |
| Employer contribution / active EE | $5,543 | $11,683-52.6% | $45,149-87.7% | $13,095-57.7% |
| Participant deferral / active EE | $0 | $900-100.0% | $92-100.0% | $385-100.0% |
| Admin fee / account holder | $941 | $479+96.2% | $203,571-99.5% | $362+159.7% |