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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 45-3056700 | Investment Mgmt Fees | $58,171 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $49,216 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $48,411 |
EAGLE CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 22-3361201 | Investment Management | $28,500 |
MONTICELLO ASSOCIATES5+ years Service code 27 · EIN 84-1205635 | Advisory (Plan) | $28,255 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $23,125 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $19,795 |
WITHUMSMITH+BROWN, PC1 year Filed as: MAYER BROWN,LLP Service code 29 · EIN 36-1447220 | Legal | $9,684 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 36-3109431 | Advisory (Plan) | $7,500 |
ODELL HICKS & COMPANY, LLC5+ years Service code 10 · EIN 36-3310351 | Accounting | $7,500 |
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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 | $198,586-100.0% | $282,126-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 13.5%-13.5pp |
| Annual return | -2.20% | 8.09%-10.3pp | 1087.39%-1089.6pp | 9.29%-11.5pp |
| Employer contribution / active EE | $56,832 | $22,299+154.9% | $42,245+34.5% | $15,168+274.7% |
| Participant deferral / active EE | $0 | $820-100.0% | $120-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,639-100.0% | $2,037-100.0% |