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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $187,630 |
SCHULTE ROTH & ZABEL LLP2+ years Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $173,104 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Management | $161,336 |
CAREY R. WOOTON2+ years Service code 30 · EIN 22-6250252 2001 EAST THIRD STREET · BLOOMINGTON, IN 47401 | Employee (plan); Direct payment from ... | $138,450 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING GROUP INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $118,000 |
GOLDMAN SACHS2+ years Filed as: KPS PARTNERSHIP Service code 28 485 LEXINGTON AVENUE 31ST FLOOR · NEW YORK, NY 10017 | Investment Management | $113,666 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $81,752 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $73,415 |
TERESA D. COLLINGS2+ years Service code 30 · EIN 22-6250252 2001 EAST THIRD STREET · BLOOMINGTON, IN 47401 | Employee (plan); Direct payment from ... | $70,260 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $56,216 |
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Participant 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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.43% | 6.13%+2.3pp | 4.74%+3.7pp | 9.19%-0.8pp |
| Employer contribution / active EE | $6,143 | $10,206-39.8% | $36,089-83.0% | $12,608-51.3% |
| Participant deferral / active EE | $7 | $205-96.8% | $59-88.8% | $1,615-99.6% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |