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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM MAYO VAN OTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $627,146 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $505,974 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $435,278 |
THE SEGAL COMPANY1+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN LLP Service code 10 · EIN 95-3632775 | Accounting | $317,063 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Service code 28 · EIN 95-2705767 | Investment Management | $280,028 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $271,830 |
BLACKROCK1+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $267,171 |
CAL NET ENTERPRISES, LLC1+ years Service code 16 · EIN 95-4751910 | Consulting | $244,754 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $191,279 |
ROSSMORE PROPERTY & CASUALTY1+ years Service code 22 · EIN 95-3658819 | Insurance Broker | $188,919 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,145 | $87,670-20.0% | $123,105-43.0% | $69,651+0.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.8%+13.2pp | 66.6%+33.4pp |
| Annual return | -0.25% | 3.10%-3.4pp | 13.22%-13.5pp | 53.77%-54.0pp |
| Employer contribution / active EE | $1,679 | $3,511-52.2% | $5,151-67.4% | $2,241-25.1% |
| Participant deferral / active EE | $1,197 | $5,412-77.9% | $6,229-80.8% | $3,635-67.1% |
| Admin fee / account holder | $457 | $94+385.1% | $9,014-94.9% | $63+622.3% |