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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (EASTERN STATE) Service code 11 · EIN 13-1835864 | Actuarial | $167,809 |
NEW & KARFUNKEL, P.C.1+ years Service code 29 · EIN 22-2553368 | Legal | $166,737 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $94,099 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $84,448 |
Filed as: PRUDENTIAL INS CO Service code 28 · EIN 22-1211670 | Investment Management | $79,493 |
BAHL & GAYNOR1+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $65,503 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $49,346 |
Service code 28 · EIN 51-0412248 | Investment Management | $42,466 |
CARY KANE LLP1+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $42,007 |
BRADFORD & MARZEC1+ years Filed as: BRADFORD & MARZEC (TORTOISE CREDIT) Service code 28 · EIN 47-5209018 | Investment Management | $40,215 |
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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 | 5.88% | 5.13%+0.7pp | 4.74%+1.1pp | 7.18%-1.3pp |
| Employer contribution / active EE | $16,730 | $14,689+13.9% | $36,089-53.6% | $13,095+27.8% |
| 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% |