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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $199,601 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $86,010 |
ACADIAN ASSET MANAGEMENT LLC2 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $56,855 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $51,994 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
HARRY K. FRIEDMAN4+ years Filed as: HARRY MANISCALCO Service code 30 · EIN 23-6294355 | Employee (plan) | $33,740 |
FISCHER DORWART, P.C.4+ years Service code 10 · EIN 23-2247478 | Accounting | $17,500 |
PNC BANK, N.A.4+ years Service code 15 · EIN 25-1211909 | Recordkeeping | $13,528 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -4.85% | -1.12%-3.7pp | -2.18%-2.7pp | 0.19%-5.0pp |
| Employer contribution / active EE | $6,720 | $12,052-44.2% | $38,751-82.7% | $13,763-51.2% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |