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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $47,943 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $31,715 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE ADVISORS LLC Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $19,799 |
BANSLEY AND KIENER, LLP5+ years Service code 10 · EIN 36-2152389 | Accounting | $15,500 |
COMERICA BANK5+ years Service code 19 · EIN 36-6550487 | Securities Custodian | $13,608 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,000 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 5.63% | 9.18%-3.6pp | 380.66%-375.0pp | 9.29%-3.7pp |
| Employer contribution / active EE | $35,909 | $20,046+79.1% | $45,083-20.3% | $15,168+136.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |