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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1975125 | Actuarial | $230,975 |
MAGGIE PECK3 years Service code 30 · EIN 36-2164320 | Employee (plan) | $189,226 |
MARQUETTE ASSOCIATES7 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $180,000 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 19 · EIN 81-4017137 | Securities Custodian | $170,824 |
Service code 29 · EIN 52-1958229 | Legal | $157,379 |
CARRIE PARAGON9+ years Service code 30 · EIN 36-2164320 | Employee (plan) | $125,364 |
LORD ABBETT9+ years Filed as: LORD ABBETT & CO. LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $107,928 |
MERRIMAM RIVER GROUP1 year Service code 49 · EIN 06-1518648 | Other Services | $91,299 |
SCOUT INVESTMENTS, INC.8 years Filed as: SCOUT INVESTMENTS, INC Service code 28 · EIN 43-1925734 | Investment Management | $90,202 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $87,694 |
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 | $80,581-100.0% | $323,456-100.0% | $80,581-100.0% |
| Participation rate | 0.0% | 37.1%-37.1pp | 77.8%-77.8pp | 37.1%-37.1pp |
| Annual return | 9.54% | 12.72%-3.2pp | 13.47%-3.9pp | 12.72%-3.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $29,776-100.0% | $1,506-100.0% |
| Participant deferral / active EE | $1,953 | $3,166-38.3% | $7,386-73.6% | $3,166-38.3% |
| Admin fee / account holder | $0 | $512-100.0% | $10,251-100.0% | $512-100.0% |