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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $48,000 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLLINGTON MANAGEMENT COMPANY LLP Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $40,441 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 61-1553760 | Investment Management | $39,898 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $33,000 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $27,393 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT CO Service code 28 · EIN 47-0875103 | Investment Management | $26,594 |
AHREN VOGL1+ years Service code 30 · EIN 16-6051585 | Employee (plan) | $25,579 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST Service code 28 · EIN 20-4659714 | Investment Management | $25,291 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 16-1462141 | Accounting | $14,107 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $6,191 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -0.03% | 5.13%-5.2pp | 4.74%-4.8pp | 7.18%-7.2pp |
| Employer contribution / active EE | $9,089 | $14,689-38.1% | $36,089-74.8% | $13,095-30.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |