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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $447,233 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVESTMENT MAN. CAYMAN L Service code 28 121 S CHURCH STREET · GRAND CAYMAN, KY 11104 | Investment Management | $287,489 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $223,168 |
BLACKSTONE3 years Filed as: BLACKSTONE INC. Service code 28 · EIN 13-3894989 | Investment Management | $187,807 |
Filed as: FAULKNER, HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $170,016 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 28 · EIN 26-0516431 | Investment Management | $159,480 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON ASSET SERVICES Service code 19 · EIN 13-5160382 | Securities Custodian | $142,579 |
VALERIE VENTURA5 years Filed as: VALERIE NICHOLS Service code 30 · EIN 34-0904419 | Direct payment from the plan; Employe... | $135,711 |
BAIRD INSURANCE SERVICES INC9+ years Filed as: BAIRD INVESTMENT MANAGEMENT Service code 28 · EIN 39-6037917 | Investment Management | $117,637 |
RSM US LLP9+ years Service code 10 · EIN 42-0714325 | Accounting | $102,168 |
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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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 10.18% | 8.26%+1.9pp | 9.51%+0.7pp | 9.11%+1.1pp |
| Employer contribution / active EE | $12,149 | $17,413-30.2% | $23,377-48.0% | $12,231-0.7% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |