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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 16-1278314 | Legal | $96,555 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $81,645 |
CARMEN O'NEAL2+ years Service code 30 · EIN 16-0849723 | Employee (plan); Direct payment from ... | $76,581 |
MANNING & NAPIER2+ years Service code 28 · EIN 45-3328488 | Investment Management | $47,536 |
LAUREN TESTA1 year Filed as: LAUREN NICHTER Service code 30 · EIN 16-0849723 | Direct payment from the plan; Employe... | $45,740 |
ASHLEY BORTZ1 year Filed as: ASHLEY MAHONEY Service code 30 · EIN 16-0849723 | Employee (plan); Direct payment from ... | $38,980 |
Filed as: ACARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $27,064 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $21,699 |
Filed as: MORGAN STANLEY Service code 19 · EIN 13-2919773 | Securities Custodian | $11,591 |
M&T INVESTMENT GROUP2+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $4,498 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 7.49% | 11.78%-4.3pp | 8.32%-0.8pp | 23.90%-16.4pp |
| Employer contribution / active EE | $13,137 | $11,309+16.2% | $30,793-57.3% | $16,539-20.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |