Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $1,159,965 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $539,825 |
ROBERTS & HOLLAND2+ years Service code 29 · EIN 13-1833405 | Legal | $447,620 |
MERCER2+ years Filed as: MERCER HEALTH & BENEFITS ADM. LLC Service code 16 · EIN 34-2015463 4565 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $361,048 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $321,898 |
ENHANCED RETIREMENT SOLUTIONS2+ years Filed as: ENHANCED INVEST. TECHNOLOGIES, LLC Service code 27 · EIN 01-0614895 | Advisory (Plan) | $205,371 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER, LP Service code 27 · EIN 23-3082822 | Advisory (Plan) | $113,585 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $85,224 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 2929 ARCH ST., 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $65,390 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER Service code 29 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $63,226 |
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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 | $55,945-100.0% | $260,109-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 24.0%-24.0pp | 43.2%-43.2pp | 1.9%-1.9pp |
| Annual return | 13.34% | 14.13%-0.8pp | 8.93%+4.4pp | 23.90%-10.6pp |
| Employer contribution / active EE | $86,740 | $10,974+690.4% | $43,470+99.5% | $16,539+424.4% |
| Participant deferral / active EE | $0 | $902-100.0% | $223-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,081-100.0% | $1,225-100.0% | $18,975-100.0% |