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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $50,656 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $29,655 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $23,000 |
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 | $67,411-100.0% | $91,004-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 71.4%-71.4pp | 75.6%-75.6pp | 69.5%-69.5pp |
| Annual return | 4.00% | -40.16%+44.2pp | 4.60%-0.6pp | 73.15%-69.2pp |
| Employer contribution / active EE | $8,363 | $1,786+368.2% | $2,456+240.5% | $2,343+257.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |