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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $198,198 |
GCM GROSVENOR7 years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVE. STE 1100 · CHICAGO, IL 60611 | Investment Management | $99,231 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $82,037 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $57,487 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 95-4871432 | Investment Management | $55,052 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $51,221 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,501 |
MAY OBERFELL LORBER3 years Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $35,630 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $31,516 |
GOLDMAN SACHS6 years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $24,477 |
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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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 13.03% | 9.12%+3.9pp | 9.57%+3.5pp | 10.77%+2.3pp |
| Employer contribution / active EE | $11,554 | $14,150-18.4% | $26,706-56.7% | $15,292-24.4% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |