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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $683,734 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON INVST.CO (WALTER SCOTT) Service code 28 | Investment Management | $450,033 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $333,796 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $290,000 |
ADELMAN & GETTLEMAN, LTD.2 years Service code 29 · EIN 36-3382789 | Legal | $265,293 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $264,193 |
Filed as: BARROW HANLEY, MEWHINNEY & STRAUSS, Service code 28 · EIN 75-2403190 | Investment Management | $249,247 |
Service code 14 · EIN 52-1590516 | Plan Administrator | $238,100 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MGT CO., LLC Service code 28 · EIN 33-0629048 | Investment Management | $225,443 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $164,625 |
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Employer contribution per participant 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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | 2.13% | 33.37%-31.2pp | -0.77%+2.9pp | 33.37%-31.2pp |
| Employer contribution / active EE | $2,592 | $11,253-77.0% | $29,514-91.2% | $11,253-77.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |