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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $110,000 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $82,120 |
FRIEDMAN & ANSPACH3 years Service code 29 · EIN 13-3403675 | Legal | $51,239 |
DAVID ROMANO1 year Filed as: DAVID W. NEW P.C. Service code 29 · EIN 22-2553368 | Legal | $41,183 |
Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,000 |
MELAMUD, IRINA1 year Filed as: MELAMUD, IRIMA Service code 10 2383 EAST 14TH STREET - UNIT 1A · BROOKLYN, NY 11229 | Accounting | $7,746 |
Filed as: PREMIER TECHNOLOGY SOLUTIONS INC Service code 16 · EIN 13-3933805 | Consulting | $7,631 |
MR. MICROCHIP1 year Filed as: MR. MICROCHIP SOFTWARE CENTER INC Service code 16 · EIN 59-3084068 | Consulting | $5,751 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $4,247 |
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 | $34,407 | $81,301-57.7% | $76,089-54.8% | $199,921-82.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 10.72% | 16.31%-5.6pp | 360.94%-350.2pp | 34.28%-23.6pp |
| Employer contribution / active EE | $2,526 | $3,352-24.6% | $2,690-6.1% | $3,035-16.8% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,089-100.0% |
| Admin fee / account holder | $270 | $145+85.9% | $6,418-95.8% | $269+0.2% |