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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $404,130 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $152,799 |
CLARIE BOWMAN3+ years Service code 30 · EIN 23-2627428 | Employee (plan); Direct payment from ... | $121,465 |
NEWTOWER TRUST COMPANY3+ years Service code 28 · EIN 20-1641876 | Investment Management | $115,372 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $109,968 |
LANDMARK EQUITY ADVISORS LLC2+ years Service code 28 · EIN 06-1519082 | Investment Management | $99,973 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $79,735 |
GWENDOLYN WATSON3+ years Service code 30 · EIN 23-2627428 | Employee (plan); Direct payment from ... | $75,668 |
CYNTHIA JONES-BROOKS3+ years Filed as: CYNTHIA BLASSINGAME Service code 30 · EIN 23-2627428 | Employee (plan); Direct payment from ... | $75,178 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 16 · EIN 23-2182079 | Consulting | $66,409 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.70% | 12.92%-1.2pp | 10.36%+1.3pp | 17.84%-6.1pp |
| Employer contribution / active EE | $11,684 | $14,070-17.0% | $37,738-69.0% | $14,688-20.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |