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| Provider | Service type | Compensation |
|---|---|---|
MAGGIE PECK2 years Service code 30 · EIN 36-2164320 | Employee (plan) | $194,197 |
MARQUETTE ASSOCIATES6 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $180,000 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $162,459 |
Service code 29 · EIN 52-1958229 | Legal | $145,341 |
CARRIE PARAGON8+ years Service code 30 · EIN 36-2164320 | Employee (plan) | $125,610 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1975125 | Actuarial | $103,821 |
BMO HARRIS BANK NA8+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $98,987 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $72,161 |
LORD ABBETT8+ years Filed as: LORD ABBETT & CO. LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $71,390 |
TINA TATUM8+ years Filed as: TINA DECOURSEY Service code 30 · EIN 36-2164320 | Employee (plan) | $69,710 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $80,249-100.0% | $342,735-100.0% | $80,249-100.0% |
| Participation rate | 0.0% | 48.6%-48.6pp | 85.4%-85.4pp | 48.6%-48.6pp |
| Annual return | 6.12% | 6.12%0pp | 10.74%-4.6pp | 6.12%0pp |
| Employer contribution / active EE | $0 | $1,448-100.0% | $18,336-100.0% | $1,448-100.0% |
| Participant deferral / active EE | $2,723 | $3,631-25.0% | $8,567-68.2% | $3,631-25.0% |
| Admin fee / account holder | $0 | $226-100.0% | $1,244-100.0% | $226-100.0% |