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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $1,265,110 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $680,486 |
ROBERTS & HOLLAND2+ years Service code 29 · EIN 13-1833405 | Legal | $645,033 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $429,209 |
ENHANCED RETIREMENT SOLUTIONS2+ years Filed as: ENHANCED INVEST. TECHNOLOGIES, LLC Service code 28 · EIN 01-0614895 | Investment Management | $300,131 |
MERCER2+ years Filed as: MERCER HEALTH & BENEFITS ADM. LLC Service code 16 · EIN 34-2015463 4565 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $241,004 |
RIVERBRIDGE PARTNERS2+ years Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $203,092 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $201,476 |
BLITMAN & KING2+ years Service code 29 1 PENN PLAZA, SUITE 2601 · NEW YORK, NY 10119 | Legal | $185,975 |
Filed as: PRUDENTIAL TRUST CO-QMA Service code 28 · EIN 23-6994310 | Investment Management | $159,359 |
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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 | $3,370,408-100.0% | $179,713-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.2%-31.2pp | 1.2%-1.2pp |
| Annual return | -6.60% | 13.75%-20.4pp | 8.22%-14.8pp | 53.27%-59.9pp |
| Employer contribution / active EE | $165,601 | $13,858+1095.0% | $46,636+255.1% | $14,774+1020.9% |
| Participant deferral / active EE | $0 | $476-100.0% | $1,719-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,392-100.0% | $13,289-100.0% |