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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $374,175 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $259,552 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $240,000 |
IFM INVESTORS PTY LTD1 year Filed as: IFM INVESTORS Service code 28 · EIN 75-3267504 | Investment Management | $93,833 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $72,135 |
LOOMIS SAYLES3+ years Service code 28 · EIN 04-3200030 P.O. BOX 5493 · BOSTON, MA 02206 | Investment Management | $70,794 |
CONNER & WINTERS3+ years Service code 29 · EIN 73-1388566 | Legal | $67,490 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $56,496 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 94-1503999 | Actuarial | $42,477 |
EDWARDS AND LEATHERS, P.C.3+ years Service code 10 · EIN 20-8739519 | Accounting | $26,560 |
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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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 10.09% | -0.94%+11.0pp | -2.18%+12.3pp | 33.37%-23.3pp |
| Employer contribution / active EE | $3,522 | $12,464-71.7% | $38,751-90.9% | $11,253-68.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |