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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $199,556 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $121,743 |
Service code 28 · EIN 13-5674085 | Investment Management | $96,977 |
JBM COMPUTER CONSULTANTS2+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $37,479 |
ROSALIND TOMEIO1 year Service code 30 · EIN 22-6172437 | Employee (plan); Direct payment from ... | $36,778 |
OPPENHEIMER2+ years Filed as: OPPENHEIMER & CO., INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $27,649 |
THE LONDON COMPANY2+ years Service code 28 · EIN 90-0824696 | Investment Management | $13,492 |
COLUMBIA2+ years Filed as: COLUMBIA MGT INVESTMENT ADVISERS Service code 28 · EIN 41-1533211 | Investment Management | $10,236 |
Service code 29 · EIN 22-1973215 | Legal | $10,236 |
WRIGHT INVESTORS SERVICE2+ years Filed as: WRIGHT INVESTORS' SERVICE, INC. Service code 28 · EIN 06-1444342 | Investment Management | $6,512 |
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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 | 4.04% | 5.54%-1.5pp | 4.72%-0.7pp | 11.88%-7.8pp |
| Employer contribution / active EE | $14,155 | $25,709-44.9% | $30,821-54.1% | $14,612-3.1% |
| 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% |