| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-2619259 P.O. BOX 4125 · NEW YORK, NY 10261 | Actuarial | $384,380 |
FRIEDMAN & ANSPACH9+ years Service code 29 · EIN 13-3403675 1500 BROADWAY, SUITE 2303 · NEW YORK, NY 10036 | Legal | $247,621 |
THE SEGAL COMPANY7 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) | $153,000 |
FIDUCIARY MANAGEMENT, INC.9+ years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 100 E WISCONSIN AVE 2200 · MILWAUKEE, WI 53202 | Investment Management | $146,672 |
CARR, RIGGS & INGRAM, LLC9+ years Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 3700 COLONNADE PARKWAY, STE. 300 · BIRMINGHAM, AL 35243 | Accounting | $136,695 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET US CORE PLUS LLC Service code 27 · EIN 20-1575788 385 EAST COLORADO BOULEVARD · PASADENA, CA 91101 | Advisory (Plan) | $132,291 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 52-1660962 7501 WISCONSIN AVENUE, SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $99,016 |
Filed as: JOSHUA BREWER Service code 14 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Plan Administrator | $90,475 |
DEBORAH QUICK9+ years Service code 30 1901 10TH AVE SOUTH, PO BOX 55728 · BIRMINGHAM, AL 35255 | Employee (plan) | $82,935 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 04-6799863 1625 EYE STREET, NW · WASHINGTON, DC 20006 | Advisory (Plan) | $81,272 |
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 | $13,363-100.0% | $101,802-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.2%-2.2pp |
| Annual return | 8.79% | 8.26%+0.5pp | 9.51%-0.7pp | 9.11%-0.3pp |
| Employer contribution / active EE | $5,216 | $17,413-70.0% | $23,377-77.7% | $12,231-57.4% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $769-100.0% | $125-100.0% |