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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 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 | $339,061 | $123,793+173.9% | $177,840+90.7% | $79,852+324.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.96% | 22.82%-7.9pp | 48.32%-33.4pp | 31.72%-16.8pp |
| Employer contribution / active EE | $18,122 | $4,095+342.5% | $5,919+206.2% | $2,471+633.3% |
| Participant deferral / active EE | $394 | $5,956-93.4% | $7,714-94.9% | $3,740-89.5% |
| Admin fee / account holder | $3,670 | $7,243-49.3% | $12,431-70.5% | $5,306-30.8% |