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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 20 · EIN 36-3555078 | Trustee (individual) | $119,245 |
ZENITH AMERICAN SOLUTIONS5 years Service code 14 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Plan Administrator | $87,024 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ROITMAN LLP Service code 29 111 DEVONSHIRE STREET · BOSTON, MA 02109 | Legal | $48,031 |
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 50 · EIN 13-1928058 | Direct Payment | $43,201 |
Filed as: U.S. BANK Service code 20 60 LIVINGSTONE AVENUE · ST PAUL, MN 55107 | Trustee (individual) | $27,848 |
Filed as: LAPIER, DILLON & ASSOCIATES, P.C. Service code 10 · EIN 32-0048525 | Accounting | $26,218 |
COMERICA BANK6 years Service code 20 101 N MAIN STREET · ANN ARBOR, MI 48104 | Trustee (individual) | $8,015 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 18.52% | 24.46%-5.9pp | 11.08%+7.4pp | 13.24%+5.3pp |
| Employer contribution / active EE | $14,428 | $11,981+20.4% | $28,418-49.2% | $14,616-1.3% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |