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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Service code 11 · EIN 13-1975125 | Actuarial | $173,114 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Investment management; Custodial (oth... | $166,140 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $121,349 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $65,977 |
HUSCH BLACKWELL4+ years Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $59,892 |
CLARK, SCHAEFER, HACKETT & CO.4+ years Service code 10 · EIN 31-0800053 | Accounting | $28,500 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867445 | Investment Management | $17,088 |
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $6,367 |
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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 | $36,224-100.0% | $280,286-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 9.1%-9.1pp | 2.4%-2.4pp |
| Annual return | 7.21% | 7.94%-0.7pp | 8.97%-1.8pp | 7.94%-0.7pp |
| Employer contribution / active EE | $72,327 | $18,544+290.0% | $21,090+242.9% | $18,544+290.0% |
| Participant deferral / active EE | $24 | $1,093-97.8% | $54-56.5% | $1,093-97.8% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |