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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $75,601 |
S. REEVES3+ years Service code 14 · EIN 36-6522619 | Plan Administrator | $68,092 |
RIVER ROAD ASSET MANAGEMENT3+ years Filed as: RIVER ROAD ASSET MANAGEMENT LLC Service code 28 · EIN 43-2076925 | Investment Management | $63,534 |
LORD ABBETT3+ years Filed as: LORD ABBETT & CO LLC Service code 51 · EIN 13-5620131 | Investment Mgmt Fees | $55,601 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $55,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $54,099 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $51,163 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & CO Service code 51 · EIN 84-6391546 | Investment Mgmt Fees | $49,057 |
T. WEYDEMAN3+ years Service code 30 · EIN 36-6522619 | Employee (plan) | $36,382 |
V. GONZALES1 year Service code 30 · EIN 36-6522619 | Employee (plan) | $32,090 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 10.72% | 11.05%-0.3pp | 12.88%-2.2pp | 23.90%-13.2pp |
| Employer contribution / active EE | $6,055 | $15,936-62.0% | $40,010-84.9% | $16,539-63.4% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |