| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. INC. Service code 11 · EIN 13-1928058 | Actuarial | $253,851 |
Filed as: NEWTON INVESTMENT MGMT Service code 28 · EIN 86-1751460 | Investment Management | $240,451 |
ACADIAN ASSET MANAGEMENT LLC8 years Service code 28 · EIN 04-2929221 | Investment Management | $195,899 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: PUTNAM INVESTMENTS Service code 28 · EIN 04-3225424 | Investment Management | $135,072 |
Filed as: ADMINISTRATION SERVICES, INC Service code 13 · EIN 05-0345198 | Contract Administrator | $114,000 |
CITIZENS BANK7 years Service code 19 · EIN 20-2635739 | Securities Custodian | $110,159 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $91,000 |
ULLICO3 years Filed as: UNION LABOR LIFE INS. COMANY Service code 28 · EIN 13-1423090 | Investment Management | $52,464 |
Service code 64 · EIN 83-2454243 | Recordkeeping Fees | $36,000 |
STATE STREET GLOBAL ADVISORS10+ years Service code 28 · EIN 04-0025081 | Investment Management | $33,007 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.69% | 10.33%+0.4pp | 8.10%+2.6pp | 9.30%+1.4pp |
| Employer contribution / active EE | $10,439 | $14,972-30.3% | $28,649-63.6% | $12,551-16.8% |
| Participant deferral / active EE | $0 | $252-100.0% | $10-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |