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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $114,583 |
NATIONAL INVESTMENT SERVICES8+ years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $84,215 |
LINDA FENNER1 year Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $82,682 |
LISA LINDAUER1 year Filed as: LISA RAMIREZ Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $49,649 |
SHARIE SARAGOSA1 year Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $46,627 |
FRANCES KNEPKA1 year Filed as: FRANCES MATICH Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $44,130 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 17 · EIN 36-4268991 | Pension Consulting | $40,000 |
DAWN BABUSKOW1 year Filed as: DAWN MCKENDRICK Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $26,620 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $21,038 |
BANSLEY AND KIENER, LLP8+ years Service code 10 · EIN 36-2152389 | Accounting | $16,180 |
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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 | $282,865-100.0% | $7,193,366-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 12.4%-12.4pp |
| Annual return | -5.42% | 10.19%-15.6pp | 78.53%-84.0pp | 9.89%-15.3pp |
| Employer contribution / active EE | $8,737 | $17,053-48.8% | $31,607-72.4% | $14,313-39.0% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $75,389-100.0% | $9,084-100.0% |