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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $117,738 |
LSV ASSET MANAGEMENT2+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $115,058 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MGMT Service code 28 · EIN 04-2683227 | Investment Management | $113,102 |
Filed as: FIFTH THIRD ASSET MGMT Service code 28 · EIN 34-1172683 | Investment Management | $89,936 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 94-3029777 | Investment Management | $72,370 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-1835864 | Advisory (Plan) | $52,500 |
ULLICO2+ years Service code 28 · EIN 13-1423090 | Investment Management | $48,292 |
LOOMIS SAYLES2+ years Service code 28 · EIN 04-3200030 | Investment Management | $36,920 |
HGK2+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $35,238 |
SALTER & COMPANY, LLC2+ years Filed as: SALTER & COMPANY Service code 10 · EIN 20-8078757 | Accounting | $23,000 |
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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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 10.13% | 5.80%+4.3pp | 4.74%+5.4pp | 11.88%-1.7pp |
| Employer contribution / active EE | $47,162 | $15,506+204.2% | $36,089+30.7% | $14,612+222.8% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |