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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: NIGRO KARLIN SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $647,686 |
ANNE DESROSIERS1+ years Filed as: ANNE J. ZEISLER Service code 30 · EIN 13-1849172 | Employee (plan) | $336,345 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $241,297 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 19 · EIN 94-1347393 | Securities Custodian | $231,721 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $211,158 |
SYNTONIC SYSTEMS, INC.1+ years Filed as: SYNTONIC SYSTEMS INC. Service code 15 · EIN 13-2925049 | Recordkeeping | $204,498 |
SPIVAK LIPTON LLP1+ years Service code 29 · EIN 13-3494495 | Legal | $189,389 |
Filed as: JOHN HEIM Service code 30 · EIN 13-1849172 | Employee (plan) | $189,383 |
THE SEGAL COMPANY1+ years Filed as: JOEL SEGAL Service code 30 · EIN 13-1849172 | Employee (plan) | $180,770 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL FIFE Service code 30 · EIN 13-1849172 | Employee (plan) | $172,030 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $186,087-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 37.8%-37.8pp | 9.2%-9.2pp |
| Annual return | -3.10% | -0.08%-3.0pp | -2.13%-1.0pp | -0.08%-3.0pp |
| Employer contribution / active EE | $2,334 | $7,991-70.8% | $34,127-93.2% | $7,991-70.8% |
| Participant deferral / active EE | $0 | $325-100.0% | $131-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $941-100.0% | $275-100.0% |