| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-2619259 P.O. BOX 4125 · NEW YORK, NY 10261 | Actuarial | $349,375 |
FRIEDMAN & ANSPACH10+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 | Legal | $325,999 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET US CORE PLUS LLC Service code 27 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $183,644 |
FIDUCIARY MANAGEMENT, INC.10+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $136,218 |
CARR, RIGGS & INGRAM, LLC10+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 3700 COLONNADE PARKWAY, STE. 300 · BIRMINGHAM, AL 35243 | Accounting | $133,570 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 P.O. BOX 4142 CHURCH STREET STATION · NEW YORK, NY 10261 | Advisory (Plan) | $129,917 |
JOSHUA LAUREN & CO., INC.2 years Filed as: JOSHUA BREWER Service code 14 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Plan Administrator | $101,439 |
DEBORAH QUICK10+ years Service code 30 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Employee (plan) | $87,399 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 04-6799863 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Advisory (Plan) | $86,509 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $74,517 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 82.72% | 6.42%+76.3pp | 8.92%+73.8pp | 9.30%+73.4pp |
| Employer contribution / active EE | $5,334 | $10,547-49.4% | $24,457-78.2% | $12,551-57.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $14-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |