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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $219,196 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $122,250 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $58,295 |
THE BANK OF NEW YORK MELLON1+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $42,495 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $39,253 |
HUSCH BLACKWELL1+ years Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $23,308 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Service code 10 · EIN 31-0800053 | Accounting | $17,950 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $16,429 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $11,367 |
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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 | $164,233-100.0% | $75,030-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 0.0%0pp |
| Annual return | -18.19% | 62.64%-80.8pp | -2.63%-15.6pp | 2.78%-21.0pp |
| Employer contribution / active EE | $58,587 | $9,627+508.5% | $29,813+96.5% | $15,276+283.5% |
| Participant deferral / active EE | $50 | $257-80.5% | $8+495.4% | $691-92.8% |
| Admin fee / account holder | $0 | $1,015-100.0% | $838-100.0% | $1,015-100.0% |