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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SIBSON CONSULTING - THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $500,505 |
EAGLE CAPITAL MANAGEMENT, LLC4+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $65,162 |
Filed as: SILCHESTER INT'L INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $58,905 |
KPMG LLP4+ years Service code 10 · EIN 13-5565207 | Accounting | $49,820 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Filed as: IRIDIAN Service code 28 · EIN 06-1439577 | Investment Management | $37,949 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $29,295 |
Filed as: HIGHCLERE Service code 28 · EIN 26-3835870 | Investment Management | $24,562 |
PZENA INVESTMENT MANAGEMENT4+ years Filed as: PZENA Service code 28 · EIN 13-3860154 | Investment Management | $21,475 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $13,650 |
GQG PARTNERS LLC2 years Filed as: GQG Service code 28 · EIN 81-2946944 | Investment Management | $6,875 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | 3.26% | 13.75%-10.5pp | 8.22%-5.0pp | 53.27%-50.0pp |
| Employer contribution / active EE | $15,833 | $13,858+14.2% | $46,636-66.1% | $14,774+7.2% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |