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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $355,372 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $242,059 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $240,000 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $87,790 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $71,381 |
CONNER & WINTERS4+ years Service code 29 · EIN 73-1388566 | Legal | $57,005 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $52,173 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 | Actuarial | $40,132 |
HARPER & PEARSON COMPANY, P.C.4+ years Filed as: HARPER AND PEARSON CPA'S Service code 10 ONE RIVERWAY · HOUSTON, TX 770561973 | Accounting | $31,200 |
IFM INVESTORS PTY LTD2 years Filed as: IFM INVESTORS Service code 28 · EIN 75-3267504 | Investment Management | $26,458 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 2.49% | 14.29%-11.8pp | 14.64%-12.2pp | 21.83%-19.3pp |
| Employer contribution / active EE | $3,616 | $12,083-70.1% | $41,831-91.4% | $12,237-70.5% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |