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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $220,663 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 13-1835864 | Actuarial | $44,093 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $18,000 |
SPIVAK LIPTON LLP2+ years Service code 29 · EIN 13-3494495 | Legal | $10,250 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $7,263 |
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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 | $52,729-100.0% | $18,392,177-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 12.6%-12.6pp |
| Annual return | 6.10% | 5.86%+0.2pp | 3.99%+2.1pp | 4.56%+1.5pp |
| Employer contribution / active EE | $33,155 | $18,820+76.2% | $38,279-13.4% | $15,526+113.5% |
| Participant deferral / active EE | $0 | $390-100.0% | $386-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $140,034-100.0% | $1,711-100.0% |