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| Provider | Service type | Compensation |
|---|---|---|
REID & RIEGE, P.C.2 years Filed as: REID AND REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $58,029 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,316 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $35,057 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1835864 | Consulting | $18,901 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS. CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
ALLIANZ GLOBAL INVESTORS1 year Service code 52 · EIN 47-0887613 | Indirect Investment Fees | $0 |
DODGE & COX1 year Service code 52 · EIN 94-3073289 | Indirect Investment Fees | $0 |
Filed as: FIDELITY ADVISOR Service code 52 · EIN 04-3335387 | Indirect Investment Fees | $0 |
MANNING & NAPIER1 year Service code 52 · EIN 16-0995736 | Indirect Investment Fees | $0 |
MANNING & NAPIER1 year Filed as: MANNING & NAPIERD Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,650 | $89,274-22.0% | $149,718-53.5% | $77,958-10.7% |
| Participation rate | 80.7% | 87.6%-6.9pp | 87.1%-6.3pp | 71.6%+9.1pp |
| Annual return | 14.04% | 20.36%-6.3pp | 1501.63%-1487.6pp | 20.87%-6.8pp |
| Employer contribution / active EE | $2,975 | $3,727-20.2% | $5,445-45.4% | $2,310+28.8% |
| Participant deferral / active EE | $488 | $5,382-90.9% | $6,569-92.6% | $3,537-86.2% |
| Admin fee / account holder | $185 | $240-23.1% | $11,283-98.4% | $97+89.5% |