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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,834 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $38,017 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 50 · EIN 01-0233346 | Direct Payment | $36,252 |
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495 | Legal | $17,775 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $16,913 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 | Insurance Broker | $3,920 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SVCS INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,925 | $69,255+182.9% | $180,320+8.7% | $69,255+182.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 71.5%+28.5pp | 69.0%+31.0pp |
| Annual return | 10.84% | 26.73%-15.9pp | 778.54%-767.7pp | 26.73%-15.9pp |
| Employer contribution / active EE | $8,024 | $2,645+203.4% | $4,108+95.4% | $2,645+203.4% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,304-100.0% | $2,890-100.0% |
| Admin fee / account holder | $464 | $733-36.7% | $10,000-95.4% | $733-36.7% |