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| Provider | Service type | Compensation |
|---|---|---|
NUVEEN5+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $115,080 |
COLUMBIA5+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $111,469 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $95,798 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $66,261 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $53,258 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $53,000 |
BMO HARRIS BANK NA5+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $46,568 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 28 · EIN 41-1460668 | Investment Management | $37,921 |
GOLDMAN SACHS3 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB LP Service code 28 · EIN 47-3358654 | Investment Management | $36,851 |
AMERICAN FUNDS5+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $33,279 |
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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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 20.86% | 33.70%-12.8pp | 14.64%+6.2pp | 53.27%-32.4pp |
| Employer contribution / active EE | $10,500 | $14,473-27.4% | $41,831-74.9% | $14,774-28.9% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |