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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Filed as: SIBSON CONSULTING - THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $300,493 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $73,488 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $51,800 |
Filed as: SILCHESTER INT'L INVESTOR Service code 28 · EIN 36-7243326 | Investment Management | $31,930 |
LAZARD ASSET MANAGEMENT7+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $27,979 |
JPMORGAN INVEST HOLDINGS LLC7+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $21,578 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -19.42% | -17.00%-2.4pp | -11.06%-8.4pp | 39.77%-59.2pp |
| Employer contribution / active EE | $6,500 | $12,834-49.4% | $55,362-88.3% | $19,959-67.4% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |