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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 1920 N STREET, NW, SUITE 400 · WASHINGTON, DC 200361659 | Actuarial | $116,100 |
VULCAN VALUE PARTNERS2+ years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 2801 HIGHWAY 280 SOUTH, SUITE 300 · BIRMINGHAM, AL 35223 | Investment Management | $106,029 |
Filed as: GW&K INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 80-0250512 222 BERKLEY STREET · BOSTON, MA 02116 | Investment Management | $80,368 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $59,172 |
LEGG MASON2+ years Filed as: LEGG MASON PRIVATE PORT. GROUP, LLC Service code 28 · EIN 20-5991122 620 8TH AVENUE · NEW YORK, NY 10018 | Investment Management | $49,927 |
Filed as: PRUDENTIAL RETIREMENT INS. CO. Service code 13 · EIN 06-1050034 PRUDENTIAL PLAZA · NEWARK, NJ 07102 | Contract Administrator | $36,928 |
WEAVER C. BARKSDALE & ASSOCIATES2+ years Service code 28 · EIN 62-1720350 ONE BURTON HILLS BLVD, SUITE 100 · NASHVILLE, TN 37215 | Investment Management | $36,429 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 1603 CARMODY CT., SUITE 301 · SEWICKLEY, PA 15143 | Advisory (Plan) | $28,108 |
GOWLING WLG (CANADA) LLP1 year Filed as: GOWLING WLG (CANADA), LLP Service code 29 | Legal | $25,341 |
SCHNEIDER DOWNS & CO., INC.2+ years Service code 10 · EIN 25-1408703 ONE PPG PLACE, SUITE 1700 · PITTSBURGH, PA 152225416 | Accounting | $21,986 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 8.52% | 4.23%+4.3pp | 3.97%+4.5pp | 4.56%+4.0pp |
| Employer contribution / active EE | $237,750 | $16,147+1372.5% | $28,168+744.0% | $15,526+1431.3% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |