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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $93,446 |
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $90,970 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $84,285 |
BMO HARRIS BANK NA1+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $66,214 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $50,000 |
Filed as: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $42,039 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $39,888 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $38,406 |
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 | Investment Management | $34,699 |
AMERICAN REALTY ADVISORS1+ years Filed as: MACKAY SHEILDS LLC Service code 28 · EIN 13-4080466 | Investment Management | $29,583 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 4.87% | 0.06%+4.8pp | -0.81%+5.7pp | -0.60%+5.5pp |
| Employer contribution / active EE | $9,696 | $14,206-31.7% | $38,425-74.8% | $12,272-21.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |