| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-2619259 PO BOX 4125, CHURCH ST STATION · NEW YORK, NY 10261 | Actuarial | $550,363 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 829 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $364,430 |
FRIEDMAN & ANSPACH1+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 | Legal | $286,554 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $275,856 |
FIDUCIARY MANAGEMENT, INC.1+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $241,815 |
Service code 27 · EIN 26-0516431 805 15TH STREET, NW, SUITE 1120 · WASHINGTON, DC 20005 | Advisory (Plan) | $137,565 |
CARR, RIGGS & INGRAM, LLC1+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 P.O. BOX 55765 · BIRMINGHAM, AL 35255 | Accounting | $130,662 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Securities Custodian | $114,822 |
MARK NARDELLA1+ years Filed as: MARK DAVIS Service code 14 · EIN 63-0708442 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Plan Administrator | $89,836 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 21 · EIN 95-2705767 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Bank Trustee | $88,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,623-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | -1.99% | 3.11%-5.1pp | -0.97%-1.0pp | 3.11%-5.1pp |
| Employer contribution / active EE | $1,478 | $9,361-84.2% | $22,441-93.4% | $9,361-84.2% |
| Participant deferral / active EE | $0 | $375-100.0% | $183-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $2,730-100.0% | - |