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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $383,445 |
Filed as: BNY MELLON INVESTMENT MAN. CAYMAN L Service code 28 | Investment Management | $323,453 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $281,349 |
BLACKSTONE1 year Filed as: BLACKSTONE INC. Service code 28 · EIN 13-3894989 | Investment Management | $197,357 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $172,895 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $157,500 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $149,874 |
BAIRD INSURANCE SERVICES INC7+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $138,553 |
VALERIE VENTURA3 years Filed as: VALERIE NICHOLS Service code 30 · EIN 34-0904419 | Employee (plan); Direct payment from ... | $129,315 |
GINA GILSDORF3 years Filed as: GINA SWOR Service code 30 · EIN 34-0904419 | Direct payment from the plan; Employe... | $98,472 |
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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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 15.02% | 8.42%+6.6pp | 11.38%+3.6pp | 15.63%-0.6pp |
| Employer contribution / active EE | $16,566 | $5,390+207.3% | $18,467-10.3% | $11,476+44.4% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |