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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL CONSULTING Service code 17 · EIN 35-2517184 | Pension Consulting | $60,000 |
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1835864 | Actuarial | $58,370 |
SPIVAK LIPTON LLP1 year Filed as: SPIVAK LIPTON,LLP Service code 29 · EIN 13-3494495 | Legal | $57,893 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $34,000 |
WILMINGTON TRUST1 year Service code 19 · EIN 16-1486454 | Securities Custodian | $7,338 |
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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 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 7.57% | 12.51%-4.9pp | 14.20%-6.6pp | 13.95%-6.4pp |
| Employer contribution / active EE | $38,270 | $17,557+118.0% | $27,968+36.8% | $16,598+130.6% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |