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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $59,614 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $34,780 |
E.G. ACCOUNTING1+ years Service code 10 · EIN 11-3756843 | Accounting | $17,133 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 13-5160382 | Advisory (Plan) | $16,000 |
NEW & KARFUNKEL, P.C.1+ years Filed as: NEW & KARNFUNKLE PC Service code 29 · EIN 22-2553368 | Legal | $14,654 |
CARY KANE LLP1+ years Service code 29 · EIN 20-1942442 | Legal | $9,373 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $9,040 |
MR. MICROCHIP1+ years Service code 16 · EIN 59-3084068 | Consulting | $5,030 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $3,730 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,692 | $168,231-82.4% | $67,834-56.2% | $63,975-53.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 68.8%+31.2pp | 71.1%+28.9pp |
| Annual return | 2.53% | 11.76%-9.2pp | 138.47%-135.9pp | 48.65%-46.1pp |
| Employer contribution / active EE | $2,190 | $1,907+14.8% | $2,403-8.9% | $2,182+0.4% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $169 | $81+109.8% | $4,622-96.3% | $70+139.9% |