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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $1,258,758 |
BENESYS, INC.2 years Filed as: BENESYS, INC Service code 14 700 TOWER DRIVE, SUITE 300 · TROY, MI 48098 | Plan Administrator | $810,176 |
Filed as: BNYM INVST ADVISOR (WALTER SCOTT) Service code 28 · EIN 13-5673135 | Investment Management | $662,649 |
LSV ASSET MANAGEMENT8+ years Service code 28 · EIN 23-2772200 | Investment Management | $615,722 |
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART BOERNER & VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $332,608 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 · EIN 88-0612424 | Investment Management | $192,059 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $169,442 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $160,417 |
NATIONAL INVESTMENT SERVICES8+ years Filed as: NATIONAL INVESTMENT SERVICES INC. Service code 28 · EIN 84-3937993 | Investment Management | $131,382 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $112,313 |
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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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 3.38% | 8.44%-5.1pp | 14.20%-10.8pp | 9.11%-5.7pp |
| Employer contribution / active EE | $2,659 | $3,337-20.3% | $29,492-91.0% | $12,231-78.3% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |