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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $57,270 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $34,985 |
GREAT LAKES ADVISORS, LLC1+ years Filed as: GREAT LAKES ADVISORS INC. Service code 27 · EIN 36-3707782 | Advisory (Plan) | $32,092 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $16,019 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 20-2061505 | Advisory (Plan) | $7,537 |
FISCHER DORWART, P.C.1+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $2,225 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | 0.82% | -0.43%+1.3pp | -3.43%+4.2pp | -0.60%+1.4pp |
| Employer contribution / active EE | $32,188 | $10,132+217.7% | $25,607+25.7% | $12,272+162.3% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |