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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $1,645,304 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $715,920 |
ROBERTS & HOLLAND1+ years Service code 29 · EIN 13-1833405 | Legal | $701,363 |
ENHANCED RETIREMENT SOLUTIONS1+ years Filed as: ENHANCED INVEST. TECHNOLOGIES, LLC Service code 28 · EIN 01-0614895 | Investment Management | $297,147 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $289,179 |
MERCER1+ years Filed as: MERCER HEALTH & BENEFITS ADM. LLC Service code 16 · EIN 34-2015463 4565 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $176,889 |
Filed as: PRUDENTIAL TRUST CO-QMA Service code 28 · EIN 23-6994310 | Investment Management | $142,170 |
BLITMAN & KING1+ years Service code 29 1 PENN PLAZA, SUITE 2601 · NEW YORK, NY 10119 | Legal | $126,966 |
SEI INVESTMENTS1+ years Filed as: COOKE & BIELER, LP Service code 28 · EIN 23-3082822 | Investment Management | $121,915 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $121,759 |
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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 | $66,477-100.0% | $171,071-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 13.7%-13.7pp | 37.4%-37.4pp | 1.8%-1.8pp |
| Annual return | 18.24% | -3.07%+21.3pp | -3.19%+21.4pp | 0.19%+18.1pp |
| Employer contribution / active EE | $94,087 | $12,239+668.8% | $48,658+93.4% | $13,763+583.6% |
| Participant deferral / active EE | $0 | $458-100.0% | $273-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $1,160-100.0% | $5,129-100.0% | $426-100.0% |