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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $116,508 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 11 · EIN 13-2646110 | Actuarial | $100,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $82,000 |
COHEN & STEERS4+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $60,554 |
PITTA LLP2 years Service code 29 · EIN 26-3852082 | Legal | $54,828 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $50,279 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $30,342 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE Service code 22 · EIN 46-0619194 | Insurance Broker | $9,210 |
FITZSIMMONS ABRAMS, LLP1 year Filed as: FITZSIMMONS AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $9,206 |
SCHULTHEIS & PANETTIERI, LLP4+ years Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $6,281 |
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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 | $18,026,966-100.0% | $280,855-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 1.8%-1.8pp |
| Annual return | -4.65% | 4.52%-9.2pp | -0.70%-4.0pp | 0.19%-4.8pp |
| Employer contribution / active EE | $14,157 | $13,719+3.2% | $28,903-51.0% | $13,763+2.9% |
| Participant deferral / active EE | $0 | $2,003-100.0% | $148-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,852-100.0% | $426-100.0% |