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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $301,965 |
VICTORY5 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $220,324 |
MARCO CONSULTING GROUP7+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $215,000 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $174,704 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $169,592 |
SMITH GRAHAM7+ years Filed as: SMITH GRAHAM & CO Service code 51 · EIN 76-0301817 6900 JPMORGAN CHASE TOWER 600 TRAVI · HOUSTON, TX 77002 | Investment Mgmt Fees | $163,241 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART LAW OFFICE Service code 29 1000 NORTH WATER STREET, SUITE 1700 · MILWAUKEE, WI 53202 | Legal | $150,119 |
Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUITE 100 · PALM BEACH GARDENTS, FL 33410 | Investment Management | $146,680 |
BOSTON TRUST WALDEN COMPANY3 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $143,655 |
INDEPENDENT FINANCIAL PARTNERS7+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370688 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $128,929 |
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Employer 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 | $0 | $161,924-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 0.0%0pp |
| Annual return | 17.44% | 19.39%-1.9pp | 10.41%+7.0pp | 19.39%-1.9pp |
| Employer contribution / active EE | $1,263 | $8,446-85.0% | $31,248-96.0% | $8,446-85.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $4-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1,130-100.0% | - |