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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $127,530 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $127,144 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $107,259 |
Filed as: WHV INVESTMENT MANAGEMENT Service code 28 · EIN 91-1631301 | Investment Management | $82,440 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 | Investment Management | $79,139 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $76,422 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $71,382 |
JULIE RACHAL1+ years Service code 30 · EIN 36-2226396 | Employee (plan) | $67,689 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $63,500 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $58,870 |
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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 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -1.18% | 1.36%-2.5pp | -1.61%+0.4pp | 1.67%-2.9pp |
| Employer contribution / active EE | $12,714 | $10,832+17.4% | $30,840-58.8% | $10,506+21.0% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |