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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $94,529-100.0% | $140,019-100.0% | $64,173-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 87.5%-87.5pp | 69.6%-69.6pp |
| Annual return | -5.76% | 7.77%-13.5pp | 651.15%-656.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $16,211 | $3,812+325.2% | $5,605+189.2% | $2,381+580.9% |
| Participant deferral / active EE | $370 | $5,250-92.9% | $6,927-94.7% | $3,470-89.3% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |