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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $88,931 |
INVESTMENT PERFORMANCE SERVICES5+ years Service code 16 · EIN 58-2432390 | Consulting | $75,000 |
INTECH INVESTMENT MANAGEMENT LLC5+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $68,196 |
WEDGE CAPITAL MANAGEMENT5+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $53,190 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $48,645 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST Service code 19 · EIN 52-2037618 | Securities Custodian | $43,280 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $42,500 |
PEDELAHORE & CO. LLP5+ years Service code 10 · EIN 72-0535866 | Accounting | $33,400 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $29,838 |
GREAT LAKES ADVISORS, LLC4 years Filed as: GREAT LAKES ADVISORS Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $28,755 |
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Annual investment return 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 | $1,055,769-100.0% | $162,072-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.6%-0.6pp |
| Annual return | -0.06% | 6.41%-6.5pp | 8.01%-8.1pp | 11.45%-11.5pp |
| Employer contribution / active EE | $7,805 | $11,592-32.7% | $29,476-73.5% | $17,219-54.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $630-100.0% | $15,480-100.0% |