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| Provider | Service type | Compensation |
|---|---|---|
REID & RIEGE, P.C.1 year Filed as: REID AND REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $57,917 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,603 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $35,036 |
THE SEGAL COMPANY2+ years Service code 16 · EIN 13-1835864 | Consulting | $11,557 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $95 |
Service code 60 | Sub-TA 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 | $63,698 | $80,354-20.7% | $133,975-52.5% | $63,975-0.4% |
| Participation rate | 83.1% | 87.5%-4.5pp | 87.1%-4.0pp | 71.1%+11.9pp |
| Annual return | 4.67% | 13.11%-8.4pp | 29.29%-24.6pp | 48.65%-44.0pp |
| Employer contribution / active EE | $3,076 | $3,503-12.2% | $5,211-41.0% | $2,182+41.0% |
| Participant deferral / active EE | $470 | $5,239-91.0% | $6,282-92.5% | $3,356-86.0% |
| Admin fee / account holder | $190 | $69+173.7% | $9,324-98.0% | $70+169.3% |