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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN4+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $111,355 |
COLUMBIA3 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV. Service code 28 · EIN 41-1533211 | Investment Management | $107,319 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $86,660 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $57,470 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $52,000 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $49,870 |
BMO HARRIS BANK NA4+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $47,554 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $36,810 |
COLLERAN, O'HARA & MILLS LLP2 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $31,838 |
AMERICAN FUNDS4+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $31,015 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 1.14% | -1.12%+2.3pp | -2.18%+3.3pp | 0.19%+1.0pp |
| Employer contribution / active EE | $10,776 | $12,052-10.6% | $38,751-72.2% | $13,763-21.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |