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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $106,050 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1928058 | Actuarial | $91,514 |
REID & RIEGE, P.C.8 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $64,844 |
EMPLOYEE K8 years Filed as: EMPLOYEE X Service code 50 · EIN 06-6077019 | Direct Payment | $48,161 |
EMPLOYEE K8 years Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $43,523 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $42,251 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $36,558 |
RIDGEWORTH8 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $32,518 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $29,364 |
EMPLOYEE K8 years Filed as: EMPLOYEE Y Service code 30 · EIN 06-6077019 | Employee (plan) | $29,230 |
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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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.29% | 8.62%+1.7pp | 8.99%+1.3pp | 10.52%-0.2pp |
| Employer contribution / active EE | $22,335 | $14,400+55.1% | $25,171-11.3% | $15,140+47.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |