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| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.9+ years Service code 10 · EIN 38-2383171 | Accounting | $119,557 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $115,250 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 28 · EIN 04-2929221 | Investment Management | $65,004 |
PNC BANK, N.A.9+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $49,790 |
WATKINS ROSS9+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $42,636 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $37,791 |
KOTZ, SANGSTER, WYSOCKI PC9+ years Service code 29 · EIN 38-2868807 | Legal | $36,913 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $29,200 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $16,712 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $15,987 |
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Employer 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 | $62,703-100.0% | $80,293-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 5.6%-5.6pp | 12.4%-12.4pp |
| Annual return | 8.93% | 9.49%-0.6pp | 15.31%-6.4pp | 9.89%-1.0pp |
| Employer contribution / active EE | $3,113 | $12,214-74.5% | $28,686-89.1% | $14,313-78.2% |
| Participant deferral / active EE | $0 | $74-100.0% | $126-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $547-100.0% | $456-100.0% | $9,084-100.0% |