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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $52,200 |
Filed as: GRAYSTONE CONSULTING MORGAN STANLEY Service code 27 1221 AVE OF THE AMERICAS, SUITE 4 · NEW YORK, NY 10020 | Advisory (Plan) | $35,000 |
DOREEN FRIEL6 years Service code 30 · EIN 23-6294355 | Employee (plan); Direct payment from ... | $30,800 |
Service code 15 3000 S LENOLA RD STE 400 · MAPLE SHADE, NJ 08052 | Recordkeeping | $26,433 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $23,403 |
PNC BANK, N.A.5 years Filed as: PNC BANK N.A. Service code 15 · EIN 25-1211909 | Recordkeeping | $20,735 |
FISCHER DORWART, P.C.10+ years Service code 10 · EIN 23-2247478 | Accounting | $17,505 |
BOSTON PARTNERS1 year Service code 27 1 BEACON STREET, SUITE 30 · BOSTON, MA 02108 | Advisory (Plan) | $16,693 |
Filed as: IDR INVESTMENT MANAGEMENT Service code 28 3 SUMMIT PARK DRIVE · INDEPENDENCE, OH 44131 | Investment Management | $13,467 |
Service code 27 2001 SPRING ROAD, SUITE 220 · OAK BROOK, IL 60523 | Advisory (Plan) | $8,859 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 9.23% | 9.45%-0.2pp | 5.04%+4.2pp | 7.65%+1.6pp |
| Employer contribution / active EE | $9,664 | $14,895-35.1% | $26,454-63.5% | $20,582-53.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |