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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES4+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $98,616 |
M. J. MINTZ, P.C.4+ years Service code 29 · EIN 27-0134833 | Legal | $62,696 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $60,646 |
GOLDSTEIN AND PRICE, L.C.4+ years Service code 29 · EIN 32-0736088 | Legal | $57,616 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $54,149 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $39,722 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $20,325 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO, LLP Service code 10 · EIN 13-1578842 | Accounting | $15,523 |
US BANK4+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $7,500 |
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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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -2.41% | -3.90%+1.5pp | -0.70%-1.7pp | 10.56%-13.0pp |
| Employer contribution / active EE | $0 | $19,150-100.0% | $28,903-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |