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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN LLP Service code 10 · EIN 95-3632775 | Accounting | $587,716 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $473,569 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $447,948 |
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $383,089 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $316,202 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $247,442 |
VENUTI & ASSOCIATES1+ years Service code 11 · EIN 04-3721424 | Actuarial | $247,200 |
CAL NET ENTERPRISES, LLC1+ years Service code 16 · EIN 95-4751910 | Consulting | $220,278 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $215,253 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $208,910 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $846,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.98% | 3.11%-4.1pp | -0.81%-0.2pp | 3.11%-4.1pp |
| Employer contribution / active EE | $11,741 | $9,361+25.4% | $38,425-69.4% | $9,361+25.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $315-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,697-100.0% | - |