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| Provider | Service type | Compensation |
|---|---|---|
REID & RIEGE, P.C.1+ years Filed as: REID AND REIGE Service code 29 · EIN 06-0867204 | Legal | $54,605 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,000 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $35,000 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 | Consulting | $11,960 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,384 | $75,760-19.0% | $123,105-50.1% | $59,188+3.7% |
| Participation rate | 85.8% | 86.0%-0.3pp | 86.8%-1.0pp | 69.4%+16.4pp |
| Annual return | -1.27% | 2.93%-4.2pp | 13.22%-14.5pp | 5.51%-6.8pp |
| Employer contribution / active EE | $3,176 | $3,415-7.0% | $5,151-38.3% | $2,098+51.4% |
| Participant deferral / active EE | $485 | $5,000-90.3% | $6,229-92.2% | $3,265-85.1% |
| Admin fee / account holder | $184 | $61+203.0% | $9,014-98.0% | $92+99.6% |