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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $787,000 |
Filed as: BNYM INVST ADVISOR (WALTER SCOTT) Service code 28 · EIN 13-5673135 | Investment Management | $488,536 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $373,849 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $331,263 |
Filed as: REINHART BOERNER VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $309,805 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $238,503 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $217,570 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 28 · EIN 88-0612424 | Investment Management | $214,985 |
Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 28 · EIN 13-3200244 | Investment Management | $211,359 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $175,000 |
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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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 188.92% | 17.72%+171.2pp | 148.78%+40.1pp | 9.30%+179.6pp |
| Employer contribution / active EE | $2,667 | $3,186-16.3% | $26,858-90.1% | $12,551-78.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |