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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $105,419 |
S. REEVES10+ years Service code 14 · EIN 36-6522619 | Plan Administrator | $97,785 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST CO Service code 19 · EIN 36-1561860 | Securities Custodian | $77,574 |
ASHER, GITTLER & D'ALBA, LTD.10+ years Filed as: ASHER GITTLER & D'ALBA LTD Service code 29 · EIN 36-2786883 | Legal | $75,957 |
T. WEYDEMAN10+ years Service code 30 · EIN 36-6522619 | Employee (plan) | $62,088 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
Filed as: BOYD WATTERSON ASSET MANAGMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $50,579 |
V. GONZALES8 years Service code 30 · EIN 36-6522619 | Employee (plan) | $42,943 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $37,682 |
BAKER TILLY US, LLP6 years Filed as: R. BAKER Service code 30 · EIN 36-6522619 | Employee (plan) | $31,169 |
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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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 7.55% | 3.90%+3.6pp | 8.61%-1.1pp | 8.76%-1.2pp |
| Employer contribution / active EE | $7,188 | $12,005-40.1% | $33,036-78.2% | $16,650-56.8% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |