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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $63,156 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 27-2217293 | Investment Management | $51,103 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $17,913 |
BANSLEY AND KIENER, LLP3+ years Service code 10 · EIN 36-2152389 | Accounting | $14,500 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,000 |
COMERICA BANK3+ years Service code 19 · EIN 36-6550487 | Securities Custodian | $10,077 |
Filed as: HAMILTON LANE ADVISORS LLC Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $9,447 |
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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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | 7.94% | -4.17%+12.1pp | -61.72%+69.7pp | 10.56%-2.6pp |
| Employer contribution / active EE | $38,301 | $16,396+133.6% | $47,703-19.7% | $13,643+180.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |