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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $138,393-100.0% | $184,256-100.0% | $80,959-100.0% |
| Participation rate | 0.0% | 83.9%-83.9pp | 86.8%-86.8pp | 67.7%-67.7pp |
| Annual return | 17.77% | 20.01%-2.2pp | 28.85%-11.1pp | 35.67%-17.9pp |
| Employer contribution / active EE | $18,109 | $4,847+273.6% | $6,427+181.8% | $2,757+556.8% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,899-100.0% | $6,925-100.0% |