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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $1,059,954 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $920,545 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $412,456 |
ROBERTS & HOLLAND6+ years Service code 29 · EIN 13-1833405 | Legal | $387,298 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS, LLC Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $249,293 |
BLITMAN & KING6+ years Service code 29 443 NORTH FRANKLIN STREET · SYRACUSE, NY 132045412 | Legal | $241,427 |
RIVERBRIDGE PARTNERS6+ years Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $219,443 |
MERCER6+ years Filed as: MERCER HEALTH & BENEFITS ADM. LLC Service code 16 · EIN 34-2015463 4565 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $181,021 |
SEI INVESTMENTS6+ years Filed as: COOKE & BIELER, LP Service code 28 · EIN 23-3082822 | Investment Management | $168,143 |
Filed as: PRUDENTIAL TRUST CO-QMA Service code 28 · EIN 23-6994310 | Investment Management | $138,947 |
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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 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | -6.54% | 37.77%-44.3pp | 12.78%-19.3pp | 37.77%-44.3pp |
| Employer contribution / active EE | $47,464 | $15,798+200.4% | $44,816+5.9% | $15,798+200.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $33-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |