| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $217,500 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $215,338 |
THE HEALTH PLAN4 years Service code 13 · EIN 55-0765726 | Contract Administrator | $204,462 |
RIVERBRIDGE PARTNERS4 years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $191,617 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 33-0123114 | Investment Management | $189,806 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $183,980 |
Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $140,262 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $111,741 |
SYSTEMATIC FINANCIAL MANAGEMENT5+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $88,681 |
LOOMIS SAYLES5+ years Service code 28 · EIN 20-8080381 | Investment Management | $86,029 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $861,422-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 14.3%-14.3pp | 3.6%-3.6pp |
| Annual return | 30.02% | 11.84%+18.2pp | 6.57%+23.5pp | 11.84%+18.2pp |
| Employer contribution / active EE | $0 | $17,339-100.0% | $34,489-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $683-100.0% | $0 | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $0 | $409-100.0% |