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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 86-0785790 | Contract Administrator | $120,699 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $109,533 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 | Actuarial | $59,918 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $40,500 |
WEINBERG, ROGER & ROSENFELD2 years Filed as: WEINBERG, ROGER, AND ROSENFELD Service code 29 · EIN 94-2458080 | Legal | $21,864 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $12,198 |
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 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.4%-47.4pp |
| Annual return | -15.69% | -238.73%+223.0pp | -100.31%+84.6pp | 12.16%-27.9pp |
| Employer contribution / active EE | $0 | $30,640-100.0% | $18,686-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |