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| Provider | Service type | Compensation |
|---|---|---|
SELECT EQUITY GROUP, L.P.1+ years Filed as: SELECT EQUITY GROUP Service code 28 · EIN 13-3669571 | Investment Management | $242,197 |
SCOUT INVESTMENTS, INC.1+ years Filed as: SCOUT INVESTMENT, INC. Service code 28 · EIN 43-1925734 | Investment Management | $43,487 |
LPL FINANCIAL1+ years Filed as: WADDELL & REED INVESTMENT MGMT CO. Service code 28 · EIN 48-1106973 | Investment Management | $40,063 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $32,053 |
FIRST ACTUARIAL CONSULTING, INC.1+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $30,019 |
KAHN OPTON, LLP1+ years Service code 29 · EIN 13-3326111 | Legal | $20,400 |
Service code 10 · EIN 13-2665700 | Accounting | $19,049 |
Service code 17 · EIN 32-0016703 | Pension Consulting | $17,500 |
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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 | $224,372-100.0% | $219,333-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 47.3%-47.3pp | 42.3%-42.3pp | 48.7%-48.7pp |
| Annual return | -1.01% | -2.14%+1.1pp | -2.01%+1.0pp | -2.16%+1.1pp |
| Employer contribution / active EE | $90,845 | $37,296+143.6% | $34,453+163.7% | $42,949+111.5% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |