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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES1+ years Service code 16 · EIN 58-2432390 | Consulting | $75,000 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $58,304 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $54,840 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $42,000 |
PEDELAHORE & CO. LLP1+ years Service code 10 · EIN 72-0535866 | Accounting | $39,925 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $37,529 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $29,129 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $25,797 |
Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $23,000 |
WHITNEY NATIONAL BANK1+ years Service code 19 · EIN 64-0169065 | Securities Custodian | $14,251 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -0.55% | 3.49%-4.0pp | 4.16%-4.7pp | 7.18%-7.7pp |
| Employer contribution / active EE | $7,111 | $11,083-35.8% | $29,966-76.3% | $13,095-45.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |