| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $324,407 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $295,038 |
COLUMBUS CIRCLE INVESTORS1+ years Service code 51 · EIN 06-1404803 | Investment Mgmt Fees | $247,831 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $236,009 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $190,010 |
GEORGES SMETANA1+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $178,859 |
EARNEST PARTNERS, LLC1+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $156,736 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $150,000 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $114,429 |
DEPRINCE, RACE & ZOLLO1+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $96,487 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | -0.85% | 28.71%-29.6pp | 7.98%-8.8pp | 9.19%-10.0pp |
| Employer contribution / active EE | $7,048 | $15,250-53.8% | $23,724-70.3% | $12,608-44.1% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |