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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $218,597 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $114,600 |
HUSCH BLACKWELL3+ years Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $56,399 |
CLARK, SCHAEFER, HACKETT & CO.3+ years Service code 10 · EIN 31-0800053 | Accounting | $30,950 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $23,792 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $15,074 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867445 | Investment Management | $9,605 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $9,246 |
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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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 23.87% | 5.81%+18.1pp | 8.92%+14.9pp | 7.65%+16.2pp |
| Employer contribution / active EE | $64,889 | $11,440+467.2% | $24,457+165.3% | $20,582+215.3% |
| Participant deferral / active EE | $27 | $26+2.5% | $14+84.4% | $1,172-97.7% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |