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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $123,600 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $78,000 |
COHEN & STEERS6+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $48,338 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $46,090 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-1561860 | Investment Management | $23,327 |
PITTA LLP4 years Service code 29 · EIN 26-3852082 | Legal | $10,011 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $9,727 |
SCHULTHEIS & PANETTIERI, LLP6+ years Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $9,342 |
FITZSIMMONS ABRAMS, LLP3 years Filed as: FITZSIMMONS AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $7,994 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 10.76% | 15.15%-4.4pp | 10.57%+0.2pp | 11.45%-0.7pp |
| Employer contribution / active EE | $15,001 | $16,781-10.6% | $29,483-49.1% | $17,219-12.9% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |