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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES8+ years Service code 16 · EIN 58-2432390 | Consulting | $75,000 |
INTECH INVESTMENT MANAGEMENT LLC8+ years Service code 51 · EIN 01-0614895 | Investment Mgmt Fees | $71,180 |
THE SEGAL COMPANY8+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $60,000 |
WEDGE CAPITAL MANAGEMENT8+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $58,917 |
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $44,835 |
PEDELAHORE & CO. LLP8+ years Service code 10 · EIN 72-0535866 | Accounting | $36,850 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 51 · EIN 13-3869666 | Investment Mgmt Fees | $27,280 |
OSBORN CARREIRO & ASSOCIATES8+ years Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $22,000 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $19,858 |
Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $18,407 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 4.27% | 7.15%-2.9pp | 20.18%-15.9pp | 37.74%-33.5pp |
| Employer contribution / active EE | $8,352 | $13,270-37.1% | $29,108-71.3% | $15,788-47.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |