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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $199,168 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $132,961 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $39,854 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $30,000 |
HARRY K. FRIEDMAN3+ years Filed as: HARRY MANISCALCO Service code 30 · EIN 23-6294355 | Employee (plan) | $21,850 |
FISCHER DORWART, P.C.3+ years Service code 10 · EIN 23-2247478 | Accounting | $17,500 |
PNC BANK, N.A.3+ years Service code 15 · EIN 25-1211909 | Recordkeeping | $11,633 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.78% | 13.03%-0.2pp | 10.36%+2.4pp | 23.90%-11.1pp |
| Employer contribution / active EE | $6,061 | $15,779-61.6% | $37,738-83.9% | $16,539-63.4% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |