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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $442,856 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MAN. CAYMAN L Service code 28 121 S CHURCH STREET · GRAND CAYMAN, KY 11104 | Investment Management | $326,874 |
BLACKSTONE2 years Filed as: BLACKSTONE INC. Service code 28 · EIN 13-3894989 | Investment Management | $202,722 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $163,560 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $145,991 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $141,737 |
VALERIE VENTURA4 years Filed as: VALERIE NICHOLS Service code 30 · EIN 34-0904419 | Employee (plan); Direct payment from ... | $132,444 |
POLEN CAPITAL4 years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $131,198 |
BAIRD INSURANCE SERVICES INC8+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $125,942 |
RSM US LLP8+ years Service code 10 · EIN 42-0714325 | Accounting | $119,259 |
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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 | $2,456,633-100.0% | $75,030-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 1.5%-1.5pp |
| Annual return | -13.54% | -18.55%+5.0pp | -2.63%-10.9pp | 23.41%-37.0pp |
| Employer contribution / active EE | $12,467 | $6,513+91.4% | $29,813-58.2% | $12,650-1.4% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $8-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $838-100.0% | $14,884-100.0% |