| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $233,796 |
GEORGES SMETANA4+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $203,292 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $190,227 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $168,400 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $150,000 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT TR Service code 28 · EIN 04-3532603 | Investment Management | $133,221 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $122,186 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $108,399 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $100,566 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $86,021 |
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 5.22% | 36.82%-31.6pp | 18.06%-12.8pp | 53.27%-48.0pp |
| Employer contribution / active EE | $5,446 | $13,338-59.2% | $30,411-82.1% | $14,774-63.1% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |