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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $279,168 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $151,125 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $117,761 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $116,684 |
KEYBANK NATIONAL ASSOCIATION7+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $97,242 |
RIDGEWORTH1 year Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 DEPT. LA 21569 · PASADENA, CA 91185 | Investment Management | $88,096 |
BENESYS, INC.3 years Service code 13 · EIN 38-2383171 | Contract Administrator | $64,980 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO. Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $51,175 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $49,867 |
ALLOTTA FARLEY CO LPA3 years Filed as: ALLOTTA, FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $32,883 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.73% | -8.26%+2.5pp | -5.85%+0.1pp | 2.77%-8.5pp |
| Employer contribution / active EE | $15,303 | $12,543+22.0% | $31,839-51.9% | $15,262+0.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |