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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARROW, HANLEY, MEWHINNEY, STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $173,478 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,228 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $54,151 |
MERCER6+ years Filed as: MERCER INVESTMENT CONSULTING, INC. Service code 27 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $35,000 |
WITHUMSMITH+BROWN, PC6+ years Filed as: BROWN & CONNERY Service code 29 · EIN 21-0690243 | Legal | $30,385 |
DOREEN FRIEL2 years Service code 30 · EIN 23-6294355 | Employee (plan); Direct payment from ... | $26,263 |
FISCHER DORWART, P.C.6+ years Service code 10 · EIN 23-2247478 | Accounting | $17,500 |
Filed as: INNOVATIVE SIFTWARE SYSTEMS INC Service code 15 · EIN 23-2182079 | Recordkeeping | $15,473 |
PNC BANK, N.A.1 year Filed as: PNC BANK N.A. Service code 15 · EIN 25-1211909 | Recordkeeping | $13,170 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 8.76% | 10.60%-1.8pp | -2.84%+11.6pp | 627.08%-618.3pp |
| Employer contribution / active EE | $8,356 | $19,729-57.6% | $33,329-74.9% | $18,824-55.6% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |