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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1928058 | Actuarial | $75,150 |
REID & RIEGE, P.C.4 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $68,514 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $52,500 |
EMPLOYEE K4 years Filed as: EMPLOYEE X Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $52,430 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $42,210 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $37,012 |
EMPLOYEE K4 years Filed as: EMPLOYEE Y Service code 50 · EIN 06-6077019 | Direct Payment | $34,834 |
RIDGEWORTH4 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS LP Service code 28 · EIN 95-4486379 | Investment Management | $29,678 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $26,658 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $26,495 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 20.40% | 24.46%-4.1pp | 11.08%+9.3pp | 13.24%+7.2pp |
| Employer contribution / active EE | $21,572 | $11,981+80.1% | $28,418-24.1% | $14,616+47.6% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |