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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 10 TECHNOLOGY DRI · WALLINGFORD, CT 06492 | Plan Administrator | $79,062 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 20 · EIN 36-3555078 | Trustee (individual) | $71,250 |
THE SEGAL COMPANY2 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $66,609 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $27,668 |
NICHOLAS LAPIER CPA PC2 years Service code 10 · EIN 32-0048575 | Accounting | $21,563 |
COMERICA BANK2 years Service code 20 101 N MAIN ST · ANN ARBOR, MI 48104 | Trustee (individual) | $8,745 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANTR AND COMPANY 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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.90% | 11.78%+0.1pp | 8.32%+3.6pp | 23.90%-12.0pp |
| Employer contribution / active EE | $13,817 | $11,309+22.2% | $30,793-55.1% | $16,539-16.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |