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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-2619158 | Actuarial | $98,532 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $95,755 |
PENN CAPITAL MANAGEMENT3+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC Service code 28 · EIN 22-2796848 THREE CRESCENT DR 400 · PHILADELPHIA, PA 19112 | Investment Management | $91,161 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 28 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Investment Management | $84,486 |
THE SEGAL COMPANY1 year Filed as: SEGAL ROGERCASEY Service code 27 · EIN 13-2646110 1300 E 9TH ST., 1900 · CLEVELAND, OH 44114 | Advisory (Plan) | $61,500 |
JBM COMPUTER CONSULTANTS1 year Filed as: JBM Service code 15 | Recordkeeping | $58,201 |
BHA CONSULTING1 year Service code 11 · EIN 26-1384808 | Actuarial | $40,533 |
TERRIANNA CRAWFORD3+ years Service code 30 1431 JAYS CT · SODDY DAISY, TN 37379 | Employee (plan) | $38,771 |
BOYD WATTERSON ASSET MANAGEMENT3+ years Service code 28 18801 E. 9TH ST. STE 1400 · CLEVELAND, OH 44114 | Investment Management | $29,876 |
LORI D'SOUZA3+ years Service code 30 9217 DAYTON PIKE · SODDY DAISY, TN 37379 | Employee (plan) | $27,477 |
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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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.54% | 12.92%+0.6pp | 10.36%+3.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $6,035 | $14,070-57.1% | $37,738-84.0% | $14,688-58.9% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |