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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,564 |
COHEN & STEERS1+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $57,433 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $40,575 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
HEALTH PLAN SYSTEMS, INC.1+ years Service code 16 · EIN 01-0589640 | Consulting | $18,060 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $2,863 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $253,870-100.0% | $253,870-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 10.5%-10.5pp | 48.7%-48.7pp |
| Annual return | -5.42% | -1.11%-4.3pp | -1.10%-4.3pp | -2.16%-3.3pp |
| Employer contribution / active EE | $0 | $37,886-100.0% | $27,248-100.0% | $42,957-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $105-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $702,575-100.0% | $702,575-100.0% | $12,572-100.0% |