| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $357,184 |
AMERICAN REALTY ADVISORS6+ years Service code 28 · EIN 33-0123114 | Investment Management | $256,372 |
THE HEALTH PLAN5 years Service code 13 · EIN 55-0765726 | Contract Administrator | $204,000 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 | Investment Management | $185,702 |
RIVERBRIDGE PARTNERS5 years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $156,904 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $130,794 |
Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $116,985 |
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $110,834 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $104,813 |
LOOMIS SAYLES6+ years Service code 28 · EIN 20-8080381 | Investment Management | $102,319 |
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 | $46,984-100.0% | $732,694-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 7.1%-7.1pp | 5.6%-5.6pp |
| Annual return | -7.89% | 39.82%-47.7pp | -15.18%+7.3pp | 39.82%-47.7pp |
| Employer contribution / active EE | $0 | $19,980-100.0% | $53,321-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $0 | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $0 | $62-100.0% |