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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $258,465 |
Filed as: BNY MELLON INVST. MAN. CAYMAN LTD Service code 28 | Investment Management | $257,566 |
BLACKSTONE5+ years Filed as: THE BLACKSTONE GROUP Service code 28 · EIN 13-3894989 | Investment Management | $246,042 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $193,412 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $143,639 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $138,850 |
POLEN CAPITAL1 year Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $138,765 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $136,116 |
VALERIE VENTURA1 year Filed as: VALERIE NICHOLS Service code 30 · EIN 34-0904419 | Employee (plan) | $116,008 |
TWIN CAPITAL MANAGEMENT3 years Service code 28 · EIN 25-1590628 | Investment Management | $109,588 |
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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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 18.36% | 16.64%+1.7pp | -100.31%+118.7pp | 21.83%-3.5pp |
| Employer contribution / active EE | $15,120 | $7,557+100.1% | $18,686-19.1% | $12,237+23.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |