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| Provider | Service type | Compensation |
|---|---|---|
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM LLC Service code 11 · EIN 26-3842522 | Actuarial | $33,806 |
Filed as: KLEIN ZELMAN ROTHERMEL JACOBS LLP Service code 29 · EIN 13-2998136 | Legal | $28,464 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 84-0591534 | Investment Management | $24,122 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $21,334 |
THE SEGAL COMPANY1 year Filed as: SEGALMARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
Filed as: ARCHER BYINGTON GLENNON LLP Service code 29 1 HUNTINGTON QUAD · MELVILLE, NY 11747 | Legal | $9,000 |
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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 | $37,197-100.0% | $192,869-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 36.2%-36.2pp | 4.7%-4.7pp |
| Annual return | 4.71% | -0.69%+5.4pp | -0.77%+5.5pp | -0.69%+5.4pp |
| Employer contribution / active EE | $1,613 | $16,786-90.4% | $29,514-94.5% | $16,786-90.4% |
| Participant deferral / active EE | $0 | $525-100.0% | $36-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $42,257-100.0% | $124-100.0% |