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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $113,124 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 11 · EIN 13-2646110 | Actuarial | $100,000 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $92,000 |
COHEN & STEERS3+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $91,743 |
PITTA LLP1 year Service code 29 · EIN 26-3852082 | Legal | $70,045 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $44,725 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $29,836 |
FITZSIMMONS ABRAMS, LLP3+ years Filed as: FITZSIMMON AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $14,646 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $11,394 |
SCHULTHEIS & PANETTIERI, LLP3+ years Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $10,486 |
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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 | $1,723,788-100.0% | $85,985-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 1.9%-1.9pp |
| Annual return | 14.50% | 11.16%+3.3pp | 14.20%+0.3pp | 23.90%-9.4pp |
| Employer contribution / active EE | $12,569 | $17,064-26.3% | $27,968-55.1% | $16,539-24.0% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $576-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $6,028-100.0% | $18,975-100.0% |