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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $198,796 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $129,209 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $58,338 |
HUSCH BLACKWELL2+ years Filed as: HUSCH BLACKWELL LLP Service code 29 · EIN 26-1688286 | Legal | $36,618 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $33,046 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $32,403 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $16,127 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $12,333 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Service code 10 · EIN 31-0800053 | Accounting | $9,700 |
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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 | $9,556,684-100.0% | $101,802-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.4%-2.4pp |
| Annual return | 11.59% | 7.81%+3.8pp | 9.51%+2.1pp | 22.81%-11.2pp |
| Employer contribution / active EE | $63,372 | $7,502+744.7% | $23,377+171.1% | $18,290+246.5% |
| Participant deferral / active EE | $44 | $22+98.2% | $14+225.9% | $603-92.7% |
| Admin fee / account holder | $0 | $85,222-100.0% | $769-100.0% | $85,222-100.0% |