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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $88,134 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV. Service code 28 · EIN 41-1533211 | Investment Management | $82,797 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $74,486 |
PROSKAUER ROSE LLP1 year Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $54,790 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $51,000 |
BMO HARRIS BANK NA2+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $49,437 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $47,542 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 | Investment Management | $32,795 |
Filed as: COLLERAN O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $29,175 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $28,458 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 7.70% | 5.13%+2.6pp | 4.74%+3.0pp | 7.18%+0.5pp |
| Employer contribution / active EE | $9,976 | $14,689-32.1% | $36,089-72.4% | $13,095-23.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |