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| Provider | Service type | Compensation |
|---|---|---|
SCHULTE ROTH & ZABEL LLP7+ years Service code 29 · EIN 13-2633996 | Legal | $724,080 |
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $189,866 |
CAREY R. WOOTON1 year Filed as: CAREY R WOOTON Service code 30 · EIN 22-6250252 | Direct payment from the plan; Employe... | $188,519 |
COHEN & STEERS1 year Filed as: COHEN,WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $176,236 |
THE SEGAL COMPANY5 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $175,209 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $160,236 |
THE SEGAL COMPANY1 year Filed as: SEGAL MACRO ADVISOR Service code 28 · EIN 13-2646610 | Investment Management | $118,000 |
TERESA D. COLLINGS1 year Filed as: TERESA D COLLINGS Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $99,598 |
SUZANNE NEEDHAM1 year Filed as: SUZANNE E PURDY Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $91,548 |
BKD, LLP7+ years Service code 10 · EIN 44-0160260 | Accounting | $75,191 |
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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 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | 14.69% | 14.25%+0.4pp | 9.74%+4.9pp | 13.24%+1.5pp |
| Employer contribution / active EE | $4,081 | $6,860-40.5% | $39,474-89.7% | $14,616-72.1% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |