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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 20 · EIN 36-3555078 | Trustee (individual) | $95,000 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 50 · EIN 13-1928058 | Direct Payment | $78,370 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS INC Service code 14 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $74,515 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE ST · BOSTON, MA 02109 | Legal | $50,069 |
NICHOLAS LAPIER CPA PC1+ years Filed as: NICHOLAS LAPIER PC CPA Service code 10 · EIN 32-0048575 | Accounting | $20,440 |
CADARET GRANT & CO INC1+ years Filed as: CADARET, GRANT & CO. Service code 20 1 LINCOLN CENTER · SYRACUSE, NY 13202 | Trustee (individual) | $7,500 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -1.38% | 0.68%-2.1pp | -1.61%+0.2pp | -0.60%-0.8pp |
| Employer contribution / active EE | $10,579 | $10,568+0.1% | $30,840-65.7% | $12,272-13.8% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |