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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $379,595 |
THE SEGAL COMPANY9+ years Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 13-1835864 | Actuarial | $42,429 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $25,000 |
SPIVAK LIPTON LLP9+ years Service code 29 · EIN 13-3494495 | Legal | $7,300 |
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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 | $9,556,684-100.0% | $339,002-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 2.4%-2.4pp |
| Annual return | 13.15% | 15.11%-2.0pp | 12.78%+0.4pp | 22.81%-9.7pp |
| Employer contribution / active EE | $29,513 | $12,021+145.5% | $44,816-34.1% | $18,290+61.4% |
| Participant deferral / active EE | $0 | $52-100.0% | $33-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,002-100.0% | $85,222-100.0% |