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 COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $453,459 |
ROBERTS & HOLLAND7+ years Service code 29 · EIN 13-1833405 | Legal | $233,639 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $142,681 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $76,962 |
EISNERAMPER LLP1 year Filed as: EISNERAMPER/EISNER ADVISORY GROUP Service code 10 733 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $63,320 |
PROSKAUER ROSE LLP2 years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $50,063 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 101 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Management | $37,061 |
WELLS FARGO BANK, N.A.7+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $30,781 |
LSV ASSET MANAGEMENT6 years Service code 27 · EIN 23-2772200 155 NORTH WACKER DRIVE, SUITE 4600 · CHICAGO, IL 60606 | Advisory (Plan) | $29,256 |
MERCER6 years Service code 12 · EIN 12-2834414 | Recordkeeping and information managem... | $26,333 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -7.03% | -12.59%+5.6pp | -11.06%+4.0pp | -5.25%-1.8pp |
| Employer contribution / active EE | $105,331 | $15,979+559.2% | $55,362+90.3% | $15,161+594.7% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |