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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $68,854 |
FRANKLIN TEMPLETON2+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $64,057 |
Service code 29 · EIN 95-2077781 | Legal | $48,793 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $43,273 |
RVK, INC.2+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $25,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $11,844 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $10,632 |
HOJUNG SUNG1 year Service code 10 · EIN 27-3563197 | Accounting | $5,281 |
ISSI1 year Service code 10 · EIN 23-2182079 | Accounting | $5,162 |
TRANSOMATIC CORPORATION1 year Service code 15 · EIN 54-2103755 | Recordkeeping | $5,085 |
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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 | $49,677-100.0% | $522,493-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 37.0%-37.0pp | 3.6%-3.6pp |
| Annual return | 3.15% | 11.88%-8.7pp | 4.11%-1.0pp | 11.88%-8.7pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $35,308-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $25-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $8,766-100.0% | $637-100.0% |