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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $345,471 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $63,322 |
WITHUMSMITH+BROWN, PC6 years Service code 10 · EIN 22-2027092 | Accounting | $51,000 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $50,786 |
HAMILTON LANE ADVISORS, LLC9+ years Service code 28 · EIN 23-2962336 | Investment Management | $42,060 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $39,644 |
THE BANK OF NEW YORK MELLON5 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $38,800 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $34,586 |
SCHULTHEIS & PANETTIERI, LLP6 years Service code 10 · EIN 13-1577780 | Accounting | $31,233 |
SLEVIN & HART, P.C.7 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $26,725 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 12.80% | 9.11%+3.7pp | 9.57%+3.2pp | 9.11%+3.7pp |
| Employer contribution / active EE | $2,192 | $12,231-82.1% | $39,758-94.5% | $12,231-82.1% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $45-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |