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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SIBSON CONSULTING - THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $411,838 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $69,826 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $56,673 |
KPMG LLP2+ years Service code 10 · EIN 13-5565207 | Accounting | $54,432 |
Filed as: SILCHESTER INT'L INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $52,547 |
PZENA INVESTMENT MANAGEMENT2+ years Filed as: PZENA Service code 28 · EIN 13-3860154 | Investment Management | $38,213 |
Filed as: HIGHCLERE Service code 28 · EIN 26-3835870 | Investment Management | $22,116 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $20,994 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $8,754 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,945 | $55,9450% | $260,109-78.5% | $1,723,788-96.8% |
| Participation rate | 95.9% | 24.0%+71.9pp | 43.2%+52.7pp | 1.9%+94.0pp |
| Annual return | 14.91% | 14.13%+0.8pp | 8.93%+6.0pp | 23.90%-9.0pp |
| Employer contribution / active EE | $4,459 | $10,974-59.4% | $43,470-89.7% | $16,539-73.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $1,081 | $1,0810% | $1,225-11.7% | $18,975-94.3% |