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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $83,847 |
M. J. MINTZ, P.C.2+ years Service code 29 · EIN 27-0134833 | Legal | $67,535 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $61,549 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $56,804 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $53,957 |
GOLDSTEIN AND PRICE, L.C.2+ years Service code 29 · EIN 32-0736088 | Legal | $46,541 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $38,585 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $29,466 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Service code 28 · EIN 95-2705767 | Investment Management | $18,115 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO, LLP Service code 10 · EIN 13-1578842 | Accounting | $15,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 6.67% | 4.89%+1.8pp | 4.72%+2.0pp | 4.56%+2.1pp |
| Employer contribution / active EE | $0 | $13,673-100.0% | $30,821-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |