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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $482,145 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INVESTMENT MAN. CAYMAN L Service code 28 121 S CHURCH STREET · GRAND CAYMAN, KY 11104 | Investment Management | $294,517 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $186,758 |
BLACKSTONE4 years Filed as: BLACKSTONE INC. Service code 28 · EIN 13-3894989 | Investment Management | $180,100 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $160,958 |
VALERIE VENTURA6 years Filed as: VALERIE NICHOLS Service code 30 · EIN 34-0904419 | Direct payment from the plan; Employe... | $142,569 |
RSM US LLP10+ years Service code 10 · EIN 42-0714325 | Accounting | $125,758 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $121,344 |
GINA GILSDORF6 years Filed as: GINA SWOR Service code 30 · EIN 34-0904419 | Direct payment from the plan; Employe... | $102,410 |
BAIRD INSURANCE SERVICES INC10+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $100,984 |
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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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 8.21% | 6.42%+1.8pp | 8.92%-0.7pp | 9.30%-1.1pp |
| Employer contribution / active EE | $12,979 | $10,547+23.1% | $24,457-46.9% | $12,551+3.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |