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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1928058 | Actuarial | $75,697 |
REID & RIEGE, P.C.6 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $65,170 |
EMPLOYEE K6 years Filed as: EMPLOYEE X Service code 30 · EIN 06-6077019 | Direct payment from the plan; Employe... | $44,203 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $43,763 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $37,577 |
EMPLOYEE K6 years Filed as: EMPLOYEE Y Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $37,362 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $31,995 |
EMPLOYEE K6 years Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $26,586 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $15,540 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 5.81% | 7.15%-1.3pp | 20.18%-14.4pp | 37.74%-31.9pp |
| Employer contribution / active EE | $22,619 | $13,270+70.5% | $29,108-22.3% | $15,788+43.3% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |