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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $55,056 |
FRIEDMAN & ANSPACH2 years Service code 29 · EIN 13-3403675 | Legal | $38,619 |
NEW & KARFUNKEL, P.C.1 year Filed as: NEW & KARFUNKEL PC Service code 29 · EIN 22-2553368 | Legal | $16,744 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,000 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $5,036 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,835 | $70,115-53.2% | $70,515-53.4% | $80,160-59.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.3%+31.7pp | 72.9%+27.1pp |
| Annual return | 5.05% | 134.51%-129.5pp | 32.77%-27.7pp | 40.38%-35.3pp |
| Employer contribution / active EE | $1,990 | $3,021-34.1% | $2,973-33.1% | $2,978-33.2% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $190 | $112+69.1% | $6,412-97.0% | $145+31.0% |