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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $263,795 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $254,227 |
VICTORY6 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 4900 TIEDMAN ROAD, 4TH FLOOR · BROOKLYN, OH 44144 | Investment Management | $218,494 |
MARCO CONSULTING GROUP8+ years Service code 27 · EIN 36-3555078 550 WEST WASHINGTON STREET, SUITE 9 · CHICAGO, IL 60661 | Advisory (Plan) | $215,792 |
Service code 28 · EIN 01-0614895 2401 PGA BLVD, SUITE 100 · PALM BEACH GARDENTS, FL 33410 | Investment Management | $200,472 |
SMITH GRAHAM8+ years Filed as: SMITH GRAHAM & CO Service code 51 · EIN 76-0301817 6900 JPMORGAN CHASE TOWER 600 TRAVI · HOUSTON, TX 77002 | Investment Mgmt Fees | $161,302 |
BOSTON TRUST WALDEN COMPANY4 years Service code 19 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Securities Custodian | $144,645 |
SUSAN FLAHERTY1 year Filed as: SUSAN PERNEY Service code 30 · EIN 43-6058365 | Employee (plan) | $142,747 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Insurance Commissions | $137,090 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370688 101 YGNACIO VALLEY ROAD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $121,913 |
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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 | $65,170-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 0.0%0pp |
| Annual return | -12.63% | -14.80%+2.2pp | 7.07%-19.7pp | -14.80%+2.2pp |
| Employer contribution / active EE | $1,464 | $8,996-83.7% | $34,847-95.8% | $8,996-83.7% |
| Participant deferral / active EE | $0 | $455-100.0% | $4-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $51-100.0% | - |