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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $53,697 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $43,695 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $38,498 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $35,517 |
MONTICELLO ASSOCIATES1+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $31,254 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 22-3361201 | Investment Management | $15,185 |
IRIDIAN ASSET MANAGEMENT, LLC1+ years Service code 28 · EIN 06-1439577 | Investment Management | $12,656 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNIS KNUPP, INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $10,000 |
ODELL HICKS & COMPANY, LLC1+ years Service code 10 · EIN 36-3310351 | Accounting | $8,955 |
WITHUMSMITH+BROWN, PC1+ years Filed as: MAYER BROWN, LLP Service code 29 · EIN 36-1447220 | Legal | $3,464 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $115,507-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.8%-42.8pp | 3.6%-3.6pp |
| Annual return | -4.55% | 4.65%-9.2pp | 4.07%-8.6pp | 11.88%-16.4pp |
| Employer contribution / active EE | $7,968 | $13,858-42.5% | $45,149-82.4% | $14,612-45.5% |
| Participant deferral / active EE | $0 | $136-100.0% | $92-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $203,571-100.0% | $637-100.0% |