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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO., LLP Service code 10 · EIN 13-1578842 | Accounting | $39,000 |
I.E. SHAFFER & CO.1 year Filed as: I.E. SCHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $39,000 |
SLEVIN & HART, P.C.5 years Service code 29 · EIN 52-1708613 | Legal | $37,775 |
DAVID ROMANO1 year Filed as: DAVID W. NEW, P.C. Service code 20 · EIN 22-2553368 | Trustee (individual) | $9,363 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 10 · EIN 26-4310632 | Accounting | $5,000 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SVCS, INC. Service code 53 | Insurance Commissions | $4,902 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,119 | $59,111-88.0% | $86,451-91.8% | $68,490-89.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.11% | -0.22%-12.9pp | 4398.51%-4411.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $2,103 | $2,519-16.5% | $3,770-44.2% | $2,597-19.0% |
| Participant deferral / active EE | $0 | $5,900-100.0% | $6,953-100.0% | $4,028-100.0% |
| Admin fee / account holder | $183 | $5,640-96.8% | $6,734-97.3% | $5,403-96.6% |