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| Provider | Service type | Compensation |
|---|---|---|
HGK10+ years Filed as: HGK TRINITY STREET Service code 28 NEWPORT TOWER 525 WASHINGTON BLVD · JERSEY CITY, NJ 07310 | Investment Management | $74,519 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGE TRUST Service code 28 82 DEVONSHIRE · BOSTON, MA 02109 | Investment Management | $54,905 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO Service code 28 333 WEST 34TH ST · NEW YORK, NY 10001 | Investment Management | $45,000 |
BENEFIT RESOURCES, INC.1 year Filed as: BENEFIT RESOURCES INC Service code 13 · EIN 74-0560942 8441 GULF FREEWAY · HOUSTON, TX 77017 | Contract Administrator | $40,475 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO. Service code 11 · EIN 94-1503999 ONE PACES WEST 2727 PACES FERRY · ATLANTA, GA 30339 | Actuarial | $33,500 |
EDWARDS AND LEATHERS, P.C.10+ years Service code 10 · EIN 20-8739519 P.O. BOX 860 · BAYTOWN, TX 77521 | Accounting | $16,500 |
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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 | $162,639-100.0% | - | $162,639-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | - | 50.0%-50.0pp |
| Annual return | 14.05% | 12.69%+1.4pp | 73.56%-59.5pp | 12.69%+1.4pp |
| Employer contribution / active EE | $5,402 | $11,428-52.7% | $5,070+6.6% | $11,428-52.7% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $0 | $699-100.0% | - | $699-100.0% |