| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 41-1533211 | Investment Mgmt Fees | $273,731 |
THE HEALTH PLAN8 years Service code 13 · EIN 55-0765726 | Contract Administrator | $240,500 |
THE SEGAL COMPANY9+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $208,621 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $177,042 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $164,139 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $162,935 |
RIVERBRIDGE PARTNERS8 years Service code 51 · EIN 41-1930193 | Investment Mgmt Fees | $153,712 |
SYSTEMATIC FINANCIAL MANAGEMENT9+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $133,132 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $130,474 |
NORTHERN TRUST COMPANY9+ years Service code 28 · EIN 36-2723087 | Investment Management | $101,945 |
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 9.23% | 8.39%+0.8pp | -1.91%+11.1pp | 8.39%+0.8pp |
| Employer contribution / active EE | $0 | $18,340-100.0% | $30,241-100.0% | $18,340-100.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |