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| Provider | Service type | Compensation |
|---|---|---|
SCHULTE ROTH & ZABEL LLP6+ years Service code 29 · EIN 13-2633996 | Legal | $561,318 |
THE SEGAL COMPANY4 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $260,770 |
COHEN & STEERS3 years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $249,028 |
CAREY R. WOOTON6+ years Service code 30 · EIN 22-6250252 | Direct payment from the plan; Employe... | $156,153 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $139,598 |
SEI INVESTMENTS6+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $91,311 |
TERESA D. COLLINGS6+ years Service code 30 · EIN 22-6250252 | Direct payment from the plan; Employe... | $81,185 |
BKD, LLP6+ years Service code 10 · EIN 44-0160260 | Accounting | $73,099 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $58,649 |
CINDY PERNA6+ years Filed as: CINDY M. HOWARD Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $53,730 |
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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 | $2,822,362-100.0% | $312,618-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 0.6%-0.6pp |
| Annual return | 9.06% | 15.98%-6.9pp | 10.03%-1.0pp | 11.45%-2.4pp |
| Employer contribution / active EE | $8,191 | $21,248-61.4% | $38,789-78.9% | $17,219-52.4% |
| Participant deferral / active EE | $17 | $283-94.0% | $74-77.1% | $357-95.2% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,182-100.0% | $15,480-100.0% |