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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $239,393 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1975125 | Actuarial | $207,320 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 51 · EIN 36-2723087 | Investment Mgmt Fees | $191,244 |
LARRY MAGARIK, ESQ6+ years Filed as: LARRY MITCHELL Service code 14 · EIN 36-2164320 | Plan Administrator | $190,536 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $180,000 |
Service code 29 · EIN 52-1958229 | Legal | $125,172 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $121,265 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $110,570 |
CARRIE PARAGON6+ years Service code 30 · EIN 36-2164320 | Employee (plan) | $95,948 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $77,942 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $412,440-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 85.4%-85.4pp | - |
| Annual return | 25.79% | 8.20%+17.6pp | 8.58%+17.2pp | 8.20%+17.6pp |
| Employer contribution / active EE | $0 | $0 | $19,314-100.0% | - |
| Participant deferral / active EE | $2,607 | $2,6070% | $8,006-67.4% | $2,6070% |
| Admin fee / account holder | $0 | $0 | $6,403-100.0% | - |