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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 20 · EIN 36-3555078 | Trustee (individual) | $118,750 |
Filed as: INSURANCE PROGRAMMERS INC. Service code 14 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $76,752 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $63,203 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $20,474 |
NICHOLAS LAPIER CPA PC1 year Service code 10 · EIN 32-0048575 | Accounting | $17,586 |
COMERICA BANK1 year Service code 20 101 N MAIN ST · ANN ARBOR, MI 48104 | Trustee (individual) | $12,040 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT AND COMPANY Service code 20 1 LINCOLN CENTER · SYRACUSE, NY 13202 | Trustee (individual) | $5,625 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 7.35% | 3.49%+3.9pp | 4.16%+3.2pp | 7.18%+0.2pp |
| Employer contribution / active EE | $11,132 | $11,083+0.4% | $29,966-62.9% | $13,095-15.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |