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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 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 SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 06-0811449 10 TECHNOLOGY DRIVE · WALLINGFORD, CT 06492 | Contract Administrator | $57,737 |
Filed as: CBIZ Service code 11 · EIN 26-1371674 75 SECOND AVE, SUITE 605 · NEEDHAM, MA 02494 | Actuarial | $50,250 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 515 S FLOWER ST, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $24,179 |
THE SEGAL COMPANY1 year 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 | $24,146 |
Filed as: BEERS, HAMERMAN, COHEN & BURGER PC Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06535 | Accounting | $19,250 |
COMERICA BANK6+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $15,646 |
BARBARA COLLINS6+ years Service code 29 · EIN 06-1153953 557 PROSPECT AVENUE, 1ST FLOOR · HARTFORD, CT 06105 | Legal | $12,666 |
HAMILTON LANE ADVISORS, LLC6+ years Service code 52 · EIN 23-2962336 ONE PRESIDENTIAL BLVD, 4TH FLOOR · BALA CYNWYD, PA 19004 | Indirect Investment Fees | $0 |
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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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 10.33% | 10.64%-0.3pp | 90.61%-80.3pp | 11.45%-1.1pp |
| Employer contribution / active EE | $5,839 | $11,339-48.5% | $32,730-82.2% | $17,219-66.1% |
| Participant deferral / active EE | $1,455 | $81+1687.7% | $40+3574.8% | $357+307.9% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |