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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES3+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $93,027 |
M. J. MINTZ, P.C.3+ years Service code 29 · EIN 27-0134833 | Legal | $61,154 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $60,742 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $55,768 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $54,104 |
GOLDSTEIN AND PRICE, L.C.3+ years Service code 29 · EIN 32-0736088 | Legal | $45,597 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $39,076 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $29,009 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $19,652 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO, LLP Service code 10 · EIN 13-1578842 | Accounting | $16,422 |
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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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 11.19% | 9.21%+2.0pp | 14.20%-3.0pp | 10.41%+0.8pp |
| Employer contribution / active EE | $0 | $20,031-100.0% | $27,968-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |