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 COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $426,106 |
CHICAGO EQUITY PARTNERS1+ years Filed as: CHICAGO EQUITY PARTNERS LLC Service code 27 · EIN 36-4338679 | Advisory (Plan) | $207,359 |
ROBERTS & HOLLAND1+ years Service code 29 · EIN 13-1833405 | Legal | $90,362 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $79,466 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $71,363 |
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $51,250 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $50,258 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $24,116 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S BANK Service code 15 · EIN 41-6271370 | Recordkeeping | $20,877 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 2929 ARCH ST., 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $7,324 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | 0.96% | 4.65%-3.7pp | 4.07%-3.1pp | 11.88%-10.9pp |
| Employer contribution / active EE | $57,934 | $13,858+318.0% | $45,149+28.3% | $14,612+296.5% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |