| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $277,964 |
Filed as: MOONEY, GREEN, SAINDON, MURPHY,WELC Service code 29 · EIN 52-1958229 | Legal | $234,336 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGT TR Service code 28 · EIN 04-3532603 | Investment Management | $221,600 |
GEORGES SMETANA5+ years Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $185,267 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 51 · EIN 22-1211670 | Investment Mgmt Fees | $161,187 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 16 · EIN 36-3485298 | Consulting | $150,000 |
Filed as: JIM THOMOS Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $107,627 |
Filed as: ROBIN MODRZEJEWSKI Service code 35 · EIN 52-6118568 | Employee (plan sponsor) | $79,764 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $79,731 |
COMERICA BANK5+ years Service code 18 · EIN 52-6118568 | Other investment fees and expenses; O... | $70,053 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | -5.90% | 16.36%-22.3pp | 793.01%-798.9pp | 11.45%-17.4pp |
| Employer contribution / active EE | $10,579 | $15,595-32.2% | $27,004-60.8% | $17,219-38.6% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |