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| Provider | Service type | Compensation |
|---|---|---|
JAMES BENNETT3 years Filed as: BENNETT, JAMES Service code 30 · EIN 57-6027499 | Direct payment from the plan; Employe... | $192,668 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (SOUTHEAST STATES Service code 11 · EIN 13-2619259 | Actuarial | $177,517 |
ALGER5 years Filed as: FRED ALGER MGMT LLC Service code 28 · EIN 13-2510833 | Investment Management | $157,486 |
GLOBAL TRUST COMPANY6 years Service code 28 · EIN 26-3761443 | Investment Management | $140,960 |
SMALLS, DEBORAH3 years Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $126,778 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT & HAMILL SMID Service code 28 · EIN 35-2679129 | Investment Management | $126,612 |
Filed as: INVESTMENT PERFORMANCE SVCS LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $117,536 |
BAKER TILLY US, LLP3 years Filed as: BAKER, SUSAN Service code 30 · EIN 57-6027499 | Employee (plan); Direct payment from ... | $112,441 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 · EIN 81-2114065 | Investment Management | $107,506 |
SCHULTHEIS & PANETTIERI, LLP8+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $100,422 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 10.33% | 10.13%+0.2pp | 78.62%-68.3pp | 9.11%+1.2pp |
| Employer contribution / active EE | $9,354 | $13,162-28.9% | $31,646-70.4% | $12,231-23.5% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |