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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $57,678 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 27-2217293 | Investment Management | $16,956 |
BANSLEY AND KIENER, LLP1+ years Service code 10 · EIN 36-2152389 | Accounting | $13,750 |
MARCO CONSULTING GROUP1+ years Filed as: THE MARCO CONSULTING GROUP INC. Service code 27 · EIN 36-3555078 | Advisory (Plan) | $13,000 |
COMERICA BANK1+ years Service code 19 · EIN 36-6550487 | Securities Custodian | $9,247 |
HAMILTON LANE ADVISORS, LLC1+ years Filed as: HAMILTON LN STRAT OPPOR 2015 GP LLC Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $7,227 |
PAYCHEX, INC.1+ years Filed as: PAYCHEX MAJOR MARKET SERVICES Service code 49 · EIN 16-1124166 | Other Services | $5,990 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST CO. Service code 62 · EIN 36-1561860 | Float revenue; Account maintenance fees | $1,810 |
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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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 0.17% | 4.97%-4.8pp | 4.74%-4.6pp | 4.56%-4.4pp |
| Employer contribution / active EE | $29,314 | $17,970+63.1% | $46,220-36.6% | $15,526+88.8% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |