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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING - THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $347,326 |
Filed as: SILCHESTER INT'L INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $62,916 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $60,138 |
KPMG LLP3+ years Service code 10 · EIN 13-5565207 | Accounting | $46,700 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $44,617 |
PZENA INVESTMENT MANAGEMENT3+ years Filed as: PZENA Service code 28 · EIN 13-3860154 | Investment Management | $40,179 |
Filed as: HIGHCLERE Service code 28 · EIN 26-3835870 | Investment Management | $26,257 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $24,089 |
GQG PARTNERS LLC1 year Filed as: GQG Service code 28 · EIN 81-2946944 | Investment Management | $13,062 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $6,452 |
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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 | $66,477 | $66,4770% | $171,071-61.1% | $18,026,966-99.6% |
| Participation rate | 96.1% | 13.7%+82.4pp | 37.4%+58.7pp | 1.8%+94.3pp |
| Annual return | 7.28% | -3.07%+10.3pp | -3.19%+10.5pp | 0.19%+7.1pp |
| Employer contribution / active EE | $11,685 | $12,239-4.5% | $48,658-76.0% | $13,763-15.1% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $1,160 | $1,1600% | $5,129-77.4% | $426+172.4% |