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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $988,642 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $759,676 |
ROBERTS & HOLLAND3+ years Service code 29 · EIN 13-1833405 | Legal | $533,583 |
ZENITH AMERICAN SOLUTIONS3+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $419,610 |
BLITMAN & KING3+ years Service code 29 443 NORTH FRANKLIN STREET · SYRACUSE, NY 132045412 | Legal | $362,139 |
ENHANCED RETIREMENT SOLUTIONS3+ years Filed as: ENHANCED INVEST. TECHNOLOGIES, LLC Service code 28 · EIN 01-0614895 | Investment Management | $339,812 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 525 MARKET STREET, 10TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $215,300 |
RIVERBRIDGE PARTNERS3+ years Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $204,656 |
Filed as: PRUDENTIAL TRUST CO-QMA Service code 28 · EIN 23-6994310 | Investment Management | $182,897 |
SEI INVESTMENTS3+ years Filed as: COOKE & BIELER, LP Service code 28 · EIN 23-3082822 | Investment Management | $170,133 |
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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 | $2,822,362-100.0% | $282,126-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.6%-0.6pp |
| Annual return | 12.80% | 11.02%+1.8pp | 1087.39%-1074.6pp | 11.45%+1.3pp |
| Employer contribution / active EE | $202,155 | $20,468+887.7% | $42,245+378.5% | $17,219+1074.0% |
| Participant deferral / active EE | $0 | $991-100.0% | $120-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,639-100.0% | $15,480-100.0% |