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 COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $436,064 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $171,412 |
ROBERTS & HOLLAND6+ years Service code 29 · EIN 13-1833405 | Legal | $156,961 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $69,604 |
EISNERAMPER LLP6+ years Service code 10 · EIN 13-1639826 733 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $59,250 |
LSV ASSET MANAGEMENT5 years Service code 27 · EIN 23-2772200 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Advisory (Plan) | $54,500 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS CAPITAL MANAGEMENT, INC. Service code 28 · EIN 95-3692822 | Investment Management | $44,140 |
WELLS FARGO BANK, N.A.6+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $41,376 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 2929 ARCH ST., 8TH FLOOR · PHILADELPHIA, PA 19104 | Investment Management | $24,499 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $19,163 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $439,512-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 8.4%-8.4pp |
| Annual return | 19.25% | 13.03%+6.2pp | 9.07%+10.2pp | 18.35%+0.9pp |
| Employer contribution / active EE | $0 | $14,235-100.0% | $46,116-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $147,323-100.0% | $9,141-100.0% |