| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $269,649 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $235,409 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $208,461 |
GEORGES SMETANA3+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $200,166 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $187,585 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $153,207 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $150,000 |
EARNEST PARTNERS, LLC3+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $106,563 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $96,837 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $92,710 |
Form 5500 reported that benefits due were not provided when due.
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 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 3.70% | 39.99%-36.3pp | 4.36%-0.7pp | 33.37%-29.7pp |
| Employer contribution / active EE | $15,871 | $11,066+43.4% | $27,383-42.0% | $11,253+41.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |