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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $73,330 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $28,135 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
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 | $0 | $56,640-100.0% | $78,002-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.5%-75.5pp | 69.0%-69.0pp |
| Annual return | 2.60% | 2868.48%-2865.9pp | 425.99%-423.4pp | 169.23%-166.6pp |
| Employer contribution / active EE | $8,058 | $1,724+367.5% | $2,470+226.2% | $1,963+310.6% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |