| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $324,407 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $283,552 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $205,650 |
GEORGES SMETANA2+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $196,376 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $173,085 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $150,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $149,756 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $98,190 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $95,122 |
EARNEST PARTNERS, LLC2+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $93,701 |
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 6.58% | 35.86%-29.3pp | 10.53%-3.9pp | 17.84%-11.3pp |
| Employer contribution / active EE | $12,923 | $23,588-45.2% | $29,360-56.0% | $14,688-12.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $54-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |