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| Provider | Service type | Compensation |
|---|---|---|
NATIONAL INVESTMENT SERVICES1+ years Service code 28 · EIN 80-0169636 | Investment Management | $141,112 |
LANER MUCHIN1+ years Service code 29 · EIN 36-3088463 | Legal | $127,710 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $83,953 |
SEGALL BRYANT & HAMILL1+ years Filed as: SEGALL, BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $68,785 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $65,709 |
ASSOCIATED THIRD PARTY ADMIN.1+ years Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 12 · EIN 94-3187938 | Claims processing; Contract Administr... | $63,640 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 27 · EIN 36-3555078 | Advisory (Plan) | $55,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $39,362 |
Filed as: PRUDENTIAL INVESTMENT MGMT Service code 28 · EIN 22-1211670 | Investment Management | $37,339 |
DEPRINCE, RACE & ZOLLO1+ years Service code 28 · EIN 59-3299598 | Investment Management | $36,140 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 5.58% | 3.81%+1.8pp | 4.07%+1.5pp | 7.18%-1.6pp |
| Employer contribution / active EE | $15,060 | $14,300+5.3% | $36,235-58.4% | $13,095+15.0% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |