| Provider | Service type | Compensation |
|---|---|---|
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 13-3180631 829 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Investment Management | $342,325 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-2619259 PO BOX 4125, CHURCH ST STATION · NEW YORK, NY 10261 | Actuarial | $304,841 |
FRIEDMAN & ANSPACH2+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 | Legal | $219,236 |
CARR, RIGGS & INGRAM, LLC2+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 P.O. BOX 55765 · BIRMINGHAM, AL 35255 | Accounting | $186,618 |
Service code 27 · EIN 26-0516431 805 15TH STREET, NW, SUITE 1120 · WASHINGTON, DC 20005 | Advisory (Plan) | $136,490 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $124,718 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Securities Custodian | $94,894 |
FIDUCIARY MANAGEMENT, INC.2+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $77,209 |
SANDRA MCKEE2+ years Filed as: SANDRA MANTOOTH Service code 14 · EIN 63-0708442 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Plan Administrator | $76,777 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $72,411 |
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 | $57,821-100.0% | $111,575-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 8.4%-8.4pp | 5.5%-5.5pp |
| Annual return | 7.67% | 5.86%+1.8pp | 18.87%-11.2pp | 5.86%+1.8pp |
| Employer contribution / active EE | $2,102 | $10,137-79.3% | $19,828-89.4% | $10,137-79.3% |
| Participant deferral / active EE | $0 | $492-100.0% | $68-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $262-100.0% | $387-100.0% |