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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.8+ years Service code 11 · EIN 13-3879959 | Actuarial | $892,881 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $133,627 |
Filed as: INVESTMENT CONSULTING SERVICES,LLC Service code 27 · EIN 32-0016703 | Advisory (Plan) | $119,300 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $118,690 |
JOHNSON BANK3 years Filed as: JOHNSON INVESTMENT COUNSEL, INC. Service code 28 · EIN 31-1801770 | Investment Management | $61,380 |
BMO HARRIS BANK NA8+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $40,000 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $38,565 |
BOSTON TRUST WALDEN COMPANY8+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 | Investment Management | $29,638 |
Filed as: ZEIGLER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 85-0597999 | Investment Management | $15,846 |
RHUMBLINE ADVISORS6 years Filed as: RHUMBLINE ADVISERS LIMITED PARTNERS Service code 51 · EIN 04-3118582 | Investment Mgmt Fees | $7,684 |
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Employer contribution per participant 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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -9.00% | -4.95%-4.0pp | 22.50%-31.5pp | 2.77%-11.8pp |
| Employer contribution / active EE | $2,728 | $15,740-82.7% | $33,849-91.9% | $15,262-82.1% |
| Participant deferral / active EE | $0 | $721-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |