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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFITS MANAGEMENT GROUP INC Service code 13 · EIN 20-0188125 | Contract Administrator | $507,049 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $380,722 |
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 | Investment Management | $244,919 |
LAZARD ASSET MANAGEMENT2 years Service code 28 · EIN 50-0530199 | Investment Management | $232,087 |
BOSTON PARTNERS2 years Service code 28 · EIN 98-0202744 | Investment Management | $230,506 |
THE BANK OF NEW YORK MELLON2 years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 28 · EIN 25-1890416 | Investment Management | $223,788 |
HARTNETT REYES-JONES, LLC3+ years Filed as: HARTNETT GLADNEY HETTERMAN Service code 29 · EIN 43-1205253 | Legal | $173,322 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 43-1898506 | Investment Management | $154,402 |
AMALGAMATED2 years Filed as: AMALGAMATED TRUST Service code 28 30 NORTH LASALLE STREET · CHICAGO, IL 60602 | Investment Management | $129,658 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ASSET SERVICING Service code 50 · EIN 13-5160382 | Direct Payment | $120,020 |
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Employer contribution per participant 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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 5.53% | 2.02%+3.5pp | -752.26%+757.8pp | 33.37%-27.8pp |
| Employer contribution / active EE | $3,448 | $12,422-72.2% | $31,802-89.2% | $11,253-69.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |