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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $271,466 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $162,976 |
CAREY R. WOOTON4+ years Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $146,932 |
SCHULTE ROTH & ZABEL LLP4+ years Service code 29 · EIN 13-2633996 | Legal | $138,345 |
COHEN & STEERS1 year Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $122,467 |
SEI INVESTMENTS4+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $75,111 |
TERESA D. COLLINGS4+ years Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $74,537 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $63,245 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $53,675 |
JANE MORRIS4+ years Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $48,163 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -2.60% | -1.12%-1.5pp | -2.18%-0.4pp | 0.19%-2.8pp |
| Employer contribution / active EE | $7,305 | $12,052-39.4% | $38,751-81.1% | $13,763-46.9% |
| Participant deferral / active EE | $12 | $86-86.0% | $151-92.0% | $804-98.5% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |