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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $49,119 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 | Investment Mgmt Fees | $47,868 |
CARY KANE LLP2 years Service code 29 · EIN 20-1942442 | Legal | $23,976 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $21,000 |
HEALTH PLAN SYSTEMS, INC.4+ years Service code 16 · EIN 01-0589640 | Consulting | $16,020 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-3369653 | Securities Custodian | $6,889 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $3,399 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -2.15% | -1.44%-0.7pp | -0.70%-1.4pp | -82.66%+80.5pp |
| Employer contribution / active EE | $0 | $37,071-100.0% | $28,903-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |