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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 25 BRAINTREE HILL OFFICE PARK, SUIT · BRAINTREE, MA 02184 | Advisory (Plan) | $225,000 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $63,900 |
Filed as: CBIZ Service code 11 · EIN 26-1371674 500 BOYLSTON STREET, 4TH FLOOR · BOSTON, MA 02116 | Actuarial | $37,250 |
THE SEGAL COMPANY5 years Filed as: SEGAL SELECT INSURANCE SERVICE, INC Service code 53 · EIN 13-2646110 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Insurance Commissions | $33,171 |
BEERS, HAMERMAN, COHEN & BURGER, PC10+ years Filed as: BEERS, HAMERMAN, COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $20,400 |
AMERICAN REALTY ADVISORS9 years Service code 28 · EIN 33-0123114 515 S FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $20,299 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $14,740 |
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Participant 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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 10.02% | 8.46%+1.6pp | 9.82%+0.2pp | 8.76%+1.3pp |
| Employer contribution / active EE | $7,546 | $11,054-31.7% | $30,322-75.1% | $16,664-54.7% |
| Participant deferral / active EE | $1,496 | $240+523.0% | $66+2156.9% | $948+57.8% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |