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 Service code 11 · EIN 13-1835864 | Actuarial | $536,502 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $174,450 |
LSV ASSET MANAGEMENT1 year Service code 27 · EIN 23-2772200 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Advisory (Plan) | $109,634 |
ROBERTS & HOLLAND2+ years Service code 29 · EIN 13-1833405 | Legal | $60,872 |
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $52,480 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,916 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $48,525 |
CHICAGO EQUITY PARTNERS2+ years Filed as: CHICAGO EQUITY PARTNERS LLC Service code 27 · EIN 36-4338679 | Advisory (Plan) | $43,312 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 95-3692822 | Investment Management | $38,212 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 2929 ARCH ST., 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $25,520 |
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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 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 8.20% | 10.78%-2.6pp | 8.93%-0.7pp | 13.95%-5.7pp |
| Employer contribution / active EE | $69,455 | $10,694+549.5% | $43,470+59.8% | $16,598+318.5% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |