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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $414,697 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVST.CO (WALTER SCOTT) Service code 28 | Investment Management | $391,676 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 16 · EIN 36-3555078 | Consulting | $290,000 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $273,335 |
Filed as: BARROW HANLEY, MEWHINNEY & STRAUSS, Service code 28 · EIN 75-2403190 | Investment Management | $228,085 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $213,702 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MGT CO., LLC Service code 28 · EIN 33-0629048 | Investment Management | $208,536 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $189,899 |
Filed as: RAINIER INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 46-4242069 | Investment Management | $151,184 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $139,650 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | -0.24% | 4.86%-5.1pp | 4.96%-5.2pp | 9.19%-9.4pp |
| Employer contribution / active EE | $2,525 | $7,571-66.7% | $29,749-91.5% | $12,608-80.0% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |