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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $127,308 |
COHEN & STEERS7+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $122,279 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $82,920 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $56,555 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-1561860 | Investment Management | $29,626 |
FITZSIMMONS ABRAMS, LLP4 years Filed as: FITZSIMMONS AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $15,459 |
SCHULTHEIS & PANETTIERI, LLP7+ years Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $15,300 |
PITTA LLP5 years Service code 29 · EIN 26-3852082 | Legal | $8,850 |
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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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 11.33% | 16.75%-5.4pp | 14.84%-3.5pp | 13.24%-1.9pp |
| Employer contribution / active EE | $19,006 | $16,291+16.7% | $37,950-49.9% | $14,616+30.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |