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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SIBSON CONSULTING Service code 17 · EIN 13-1835864 | Pension Consulting | $87,583 |
JACKSON LEWIS P.C.2+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $66,468 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $19,270 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS INC. Service code 27 · EIN 36-3707782 | Advisory (Plan) | $13,945 |
BPS&M1 year Service code 17 · EIN 23-3060583 5301 VIRGINIA WAY STE 400 · BRENTWOOD, TN 37027 | Pension Consulting | $12,500 |
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.04% | 17.94%-10.9pp | 5.44%+1.6pp | 7.18%-0.1pp |
| Employer contribution / active EE | $6,019 | $12,263-50.9% | $25,481-76.4% | $13,095-54.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |