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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 20 · EIN 36-3555078 | Trustee (individual) | $129,462 |
ZENITH AMERICAN SOLUTIONS2 years Service code 14 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $80,838 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $56,887 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $16,879 |
COMERICA BANK3 years Service code 20 101 N MAIN ST · ANN ARBOR, MI 48104 | Trustee (individual) | $15,886 |
NICHOLAS LAPIER CPA PC3 years Service code 10 · EIN 32-0048575 | Accounting | $15,000 |
CADARET GRANT & CO INC2 years 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -3.85% | 4.25%-8.1pp | -752.26%+748.4pp | 0.19%-4.0pp |
| Employer contribution / active EE | $14,206 | $11,906+19.3% | $31,802-55.3% | $13,763+3.2% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |