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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $87,226 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $50,000 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $27,745 |
COHEN & STEERS7+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $13,197 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 17 · EIN 13-1835864 | Pension Consulting | $5,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,813 | $58,347-19.8% | $85,705-45.4% | $86,821-46.1% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 5.08% | 18.43%-13.4pp | 21.49%-16.4pp | 97.94%-92.9pp |
| Employer contribution / active EE | $3,177 | $1,751+81.5% | $2,619+21.3% | $2,406+32.0% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $467 | $147+216.5% | $6,877-93.2% | $170+175.1% |