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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $346,645 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $218,110 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $160,761 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 50 · EIN 25-6078093 | Direct Payment | $77,215 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $64,555 |
ARMSTRONG TEASDALE3+ years Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-0685392 | Legal | $61,788 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $32,991 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Service code 10 · EIN 31-0800053 | Accounting | $17,325 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 21 · EIN 01-0233346 | Bank Trustee | $8,031 |
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Participant contribution per participant 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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 12.13% | 8.50%+3.6pp | 11.38%+0.7pp | 13.24%-1.1pp |
| Employer contribution / active EE | $0 | $9,057-100.0% | $18,467-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $33 | $179-81.8% | $71-53.9% | $830-96.1% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |