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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,741 | $109,359+153.1% | $162,171+70.6% | $72,983+279.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.31% | 25.46%-5.1pp | 115.60%-95.3pp | 81.01%-60.7pp |
| Employer contribution / active EE | $16,254 | $3,907+316.0% | $5,613+189.6% | $2,440+566.2% |
| Participant deferral / active EE | $416 | $5,481-92.4% | $7,297-94.3% | $3,608-88.5% |
| Admin fee / account holder | $29,181 | $7,972+266.1% | $10,843+169.1% | $5,124+469.5% |