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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $897,010 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $280,405 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $98,196 |
THE SEGAL COMPANY2 years Filed as: SEGAL ROITMAN Service code 29 · EIN 04-2489114 | Legal | $71,444 |
Service code 11 · EIN 31-1582098 | Actuarial | $69,250 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET Service code 28 · EIN 04-1867445 | Investment Management | $58,819 |
LUCINDA HILBERT2 years Service code 35 · EIN 04-6119050 | Direct payment from the plan; Employe... | $50,530 |
Service code 36 · EIN 06-1648637 | Copying and duplicating; Direct payme... | $49,897 |
CARLOS ANDRADE1 year Filed as: CARLOS CONTRERAS Service code 35 · EIN 04-6119050 | Employee (plan sponsor); Direct payme... | $46,616 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $42,894 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $161,646-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 15.36% | 24.48%-9.1pp | 12.93%+2.4pp | 24.48%-9.1pp |
| Employer contribution / active EE | $803 | $9,418-91.5% | $35,210-97.7% | $9,418-91.5% |
| Participant deferral / active EE | $0 | $501-100.0% | $458-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $4,659-100.0% | $2,968,729-100.0% |