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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS2+ years Filed as: COHEN WEISS & SIMON Service code 29 · EIN 13-1592323 | Legal | $32,115 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY, LLP Service code 10 · EIN 13-1578842 | Accounting | $23,600 |
Filed as: INVESTMENT CONSULTING SERVICES, LLP Service code 27 · EIN 32-0016703 | Advisory (Plan) | $20,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE ANN Service code 28 · EIN 06-1050034 | Investment Management | $3,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,256 | $54,392-49.9% | $84,753-67.8% | $63,975-57.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 3.22% | 611.38%-608.2pp | 22.78%-19.6pp | 48.65%-45.4pp |
| Employer contribution / active EE | $1,119 | $2,943-62.0% | $3,574-68.7% | $2,182-48.7% |
| Participant deferral / active EE | $1,462 | $2,593-43.6% | $3,712-60.6% | $3,356-56.5% |
| Admin fee / account holder | $92 | $136-32.4% | $5,333-98.3% | $70+30.5% |