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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $267,991 |
COHEN & STEERS2 years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $198,253 |
CAREY R. WOOTON5+ years Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $151,530 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $148,316 |
SCHULTE ROTH & ZABEL LLP5+ years Service code 29 · EIN 13-2633996 | Legal | $114,758 |
TERESA D. COLLINGS5+ years Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $80,043 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $79,638 |
SEI INVESTMENTS5+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $79,136 |
BKD, LLP5+ years Service code 10 · EIN 44-0160260 | Accounting | $63,897 |
JANE MORRIS5+ years Service code 30 · EIN 22-6250252 | Direct payment from the plan; Employe... | $49,748 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 11.55% | 19.51%-8.0pp | 239.57%-228.0pp | 53.27%-41.7pp |
| Employer contribution / active EE | $9,034 | $15,992-43.5% | $43,837-79.4% | $14,774-38.9% |
| Participant deferral / active EE | $12 | $77-83.9% | $575-97.8% | $1,259-99.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |