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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835964 | Actuarial | $162,378 |
SPIVAK LIPTON LLP1+ years Filed as: SPIVAK LIPTON,LLP Service code 29 · EIN 13-3494495 | Legal | $152,629 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 27 · EIN 13-2889432 | Advisory (Plan) | $102,278 |
LSV ASSET MANAGEMENT1+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 27 · EIN 52-1296988 | Advisory (Plan) | $68,953 |
MANNING & NAPIER1+ years Service code 27 · EIN 16-0995736 | Advisory (Plan) | $49,938 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $40,425 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $36,095 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE Service code 22 | Insurance Broker | $6,633 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 1.03% | 5.54%-4.5pp | 4.72%-3.7pp | 11.88%-10.8pp |
| Employer contribution / active EE | $16,492 | $25,709-35.9% | $30,821-46.5% | $14,612+12.9% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |