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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $397,218 |
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $103,827 |
ROSANNA FURIO1 year Service code 30 · EIN 13-5608135 | Employee (plan) | $76,677 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $61,500 |
FRANCESCO LIRANI1 year Service code 30 · EIN 13-5608135 | Employee (plan) | $43,110 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $42,447 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Service code 29 · EIN 26-3858697 | Legal | $39,600 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $39,000 |
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 28 · EIN 13-2889432 | Investment Management | $31,885 |
MARK NARDELLA1 year Filed as: MARK TORRES Service code 30 · EIN 13-5624913 | Employee (plan) | $24,875 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $179,823-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 42.1%-42.1pp | 2.1%-2.1pp |
| Annual return | 8.71% | 7.65%+1.1pp | 148.65%-139.9pp | 7.65%+1.1pp |
| Employer contribution / active EE | $7,396 | $20,582-64.1% | $26,844-72.4% | $20,582-64.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $63-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,660-100.0% | $193-100.0% |