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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $47,826 |
CARY KANE LLP2+ years Service code 29 · EIN 20-1942442 | Legal | $37,208 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $24,487 |
E.G. ACCOUNTING2+ years Service code 10 · EIN 11-3756843 | Accounting | $19,015 |
NEW & KARFUNKEL, P.C.1 year Filed as: NEW & KARNFUNKL PC Service code 29 · EIN 22-2553368 | Legal | $15,807 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $10,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $7,645 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $3,902 |
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 | $32,299 | $65,292-50.5% | $71,671-54.9% | $77,958-58.6% |
| Participation rate | 100.0% | 67.4%+32.6pp | 68.7%+31.3pp | 71.6%+28.4pp |
| Annual return | 5.12% | 21.25%-16.1pp | 20.65%-15.5pp | 20.87%-15.7pp |
| Employer contribution / active EE | $2,321 | $2,085+11.3% | $2,460-5.6% | $2,310+0.5% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $166 | $84+96.8% | $5,558-97.0% | $97+70.6% |