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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $215,046 |
EARNEST PARTNERS, LLC6+ years Service code 28 · EIN 58-2386669 | Investment Management | $185,821 |
Service code 27 · EIN 75-2403190 | Advisory (Plan) | $184,047 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $175,535 |
Filed as: NAT'L INVESTMENT SVCS OF AMERICA Service code 28 · EIN 84-3937993 | Investment Management | $159,335 |
ASB CAPITAL MANAGEMENT6+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $152,304 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $135,000 |
P. FLASCH3 years Service code 14 · EIN 36-6488227 | Plan Administrator | $128,158 |
Service code 29 · EIN 36-2744057 | Legal | $123,881 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $109,154 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 6.18% | 6.82%-0.6pp | 8.01%-1.8pp | 12.86%-6.7pp |
| Employer contribution / active EE | $13,856 | $12,695+9.1% | $29,476-53.0% | $13,687+1.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |