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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: SIBSON CONSULTING - THE SEGAL GROUP Service code 11 · EIN 13-1835864 | Actuarial | $116,027 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $66,296 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $17,325 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE Service code 21 · EIN 13-4994650 | Bank Trustee | $16,286 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $202,856-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 21.4%-21.4pp | 2.1%-2.1pp |
| Annual return | 10.06% | 9.16%+0.9pp | 10.21%-0.2pp | 9.16%+0.9pp |
| Employer contribution / active EE | $32,634 | $19,955+63.5% | $37,040-11.9% | $19,955+63.5% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $95-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,923-100.0% | $200-100.0% |