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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 13-2998136 | Legal | $141,444 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $75,135 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $62,101 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $48,000 |
Service code 10 · EIN 13-2665700 | Accounting | $43,280 |
AMALGAMATED BANK1+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $38,600 |
JOANN EMMONS1+ years Service code 30 · EIN 13-1869789 | Employee (plan); Direct payment from ... | $35,048 |
NORTHERN TRUST COMPANY1+ years Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $6,904 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 17 · EIN 13-2646110 | Pension Consulting | $6,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | -9.18% | 7.18%-16.4pp | 4.96%-14.1pp | 7.18%-16.4pp |
| Employer contribution / active EE | $7,727 | $13,095-41.0% | $29,749-74.0% | $13,095-41.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |