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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP3+ years Filed as: MARCO CONSULTING Service code 16 · EIN 36-3555078 | Consulting | $45,000 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1928059 | Pension Consulting | $32,000 |
BENESYS, INC.2 years Service code 13 · EIN 38-2383171 | Contract Administrator | $24,616 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROITMAN & COLEMAN Service code 29 · EIN 04-2489114 | Legal | $20,058 |
Filed as: BUCKLEY,FRAME,BOUDREAU & CO., P.C. Service code 10 · EIN 06-0931761 | Accounting | $13,344 |
Annual investment return 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 | $99,988 | $31,424+218.2% | $81,473+22.7% | $69,631+43.6% |
| Participation rate | 77.3% | 50.8%+26.5pp | 68.0%+9.4pp | 70.7%+6.6pp |
| Annual return | 13.66% | 22.44%-8.8pp | 38.78%-25.1pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $9,244 | $1,029+798.4% | $2,568+260.0% | $2,032+354.9% |
| Participant deferral / active EE | $0 | $1,838-100.0% | $3,537-100.0% | $3,224-100.0% |
| Admin fee / account holder | $192 | $103+87.2% | $4,561-95.8% | $110+73.9% |