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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 26-3842522 | Actuarial | $42,200 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $37,877 |
Filed as: ARCHER BYINGTON GLENNON, LLP Service code 29 1 HUNTINGTON QUAD · MELVILLE, NY 11747 | Legal | $18,000 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
NORTHERN TRUST COMPANY6 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $3,108 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 25.0%-25.0pp | 2.7%-2.7pp |
| Annual return | 6.19% | 8.35%-2.2pp | 9.23%-3.0pp | 8.35%-2.2pp |
| Employer contribution / active EE | $1,800 | $17,935-90.0% | $24,393-92.6% | $17,935-90.0% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $23-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |