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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS3 years Service code 14 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $83,262 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 20 · EIN 36-3555078 | Trustee (individual) | $82,954 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $62,499 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $41,307 |
NICHOLAS LAPIER CPA PC4 years Service code 10 · EIN 32-0048525 | Accounting | $18,385 |
COMERICA BANK4 years Service code 20 101 N MAIN ST · ANN ARBOR, MI 48104 | Trustee (individual) | $16,229 |
UPSTATE ADVISORS GROUP1 year Service code 20 453 SOUTH MAIN STREET · NORTH SYRACUSE, NY 13212 | 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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 13.74% | 10.27%+3.5pp | 10.56%+3.2pp | 53.27%-39.5pp |
| Employer contribution / active EE | $10,860 | $12,273-11.5% | $30,199-64.0% | $14,774-26.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |