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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.7+ years Service code 10 · EIN 38-2383171 | Accounting | $109,090 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $106,250 |
Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $93,891 |
PNC BANK, N.A.7+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $57,597 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $42,784 |
PLANTE & MORAN, PLLC7+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $36,500 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $36,420 |
DIMENSIONAL FUND ADVISORS7+ years Service code 28 · EIN 23-6819730 | Investment Management | $29,546 |
WATKINS ROSS7+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $29,300 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $18,958 |
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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 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 9.42% | 134.79%-125.4pp | 36.37%-26.9pp | 18.35%-8.9pp |
| Employer contribution / active EE | $0 | $12,114-100.0% | $37,223-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |