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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ZENITH AMERCIAN SOLUTIONS Service code 13 · EIN 52-1590516 | Contract Administrator | $774,000 |
SCHULTE ROTH & ZABEL LLP8+ years Service code 29 · EIN 13-2633996 | Legal | $262,747 |
COHEN & STEERS2 years Filed as: COHEN,WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $231,843 |
CAREY R. WOOTON2 years Filed as: CAREY R WOOTON Service code 30 · EIN 22-6250252 | Employee (plan); Direct payment from ... | $215,320 |
THE SEGAL COMPANY6 years Filed as: SEGAL & COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $163,275 |
THE SEGAL COMPANY2 years Filed as: SEGAL MACRO ADVISOR Service code 28 · EIN 13-2646610 | Investment Management | $125,000 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 28 · EIN 80-0250512 | Investment Management | $117,396 |
TERESA D. COLLINGS2 years Filed as: TERESA D COLLINGS Service code 50 · EIN 22-6250252 | Direct Payment | $68,063 |
SEI INVESTMENTS8+ years Filed as: COOKE & BIELER Service code 28 · EIN 23-3082822 | Investment Management | $61,685 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $54,000 |
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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 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | -12.44% | 11.48%-23.9pp | -10.68%-1.8pp | 2.78%-15.2pp |
| Employer contribution / active EE | $3,626 | $5,632-35.6% | $48,995-92.6% | $15,276-76.3% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |