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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $382,577 |
THE SEGAL COMPANY8+ years Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 13-1835864 | Actuarial | $59,430 |
SCHULTHEIS & PANETTIERI, LLP8+ years Service code 10 · EIN 13-1577780 | Accounting | $24,000 |
SPIVAK LIPTON LLP8+ years Service code 29 · EIN 13-3494495 | Legal | $9,165 |
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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 | $46,984-100.0% | $447,195-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 25.8%-25.8pp | 5.6%-5.6pp |
| Annual return | -14.39% | -17.00%+2.6pp | -11.06%-3.3pp | 39.77%-54.2pp |
| Employer contribution / active EE | $31,731 | $12,834+147.2% | $55,362-42.7% | $19,959+59.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $26-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,572-100.0% | $62-100.0% |