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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-2928869 | Plan Administrator | $1,219,232 |
Service code 28 · EIN 41-1460668 | Investment Management | $362,766 |
Service code 28 · EIN 13-3747557 | Investment Management | $319,658 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $177,164 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $177,126 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $158,481 |
BREDHOFF & KAISER1 year Filed as: BREDHOFF & KAISER P LLC Service code 29 · EIN 52-0969534 | Legal | $155,254 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 28 · EIN 36-3429599 | Investment Management | $150,961 |
SYNTONIC SYSTEMS, INC.1 year Filed as: SYNTONIC SYSTEMS INC Service code 14 · EIN 13-2925049 | Plan Administrator | $141,490 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-2723087 | Securities Custodian | $121,060 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 7.12% | -1.92%+9.0pp | -2.18%+9.3pp | 73.13%-66.0pp |
| Employer contribution / active EE | $3,078 | $10,821-71.6% | $38,751-92.1% | $8,421-63.4% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |