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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $189,610 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $97,269 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $53,468 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
DOREEN FRIEL1 year Service code 30 · EIN 16-0663112 | Employee (plan) | $25,255 |
FISCHER DORWART, P.C.5+ years Service code 10 · EIN 23-2247478 | Accounting | $20,434 |
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $18,050 |
Filed as: INNOVATIVE SOFTWARE SYSTEMS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $14,564 |
PNC BANK, N.A.5+ years Service code 15 · EIN 25-1211909 | Recordkeeping | $13,778 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 19.24% | 33.70%-14.5pp | 14.64%+4.6pp | 53.27%-34.0pp |
| Employer contribution / active EE | $7,219 | $14,473-50.1% | $41,831-82.7% | $14,774-51.1% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |