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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.)
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 | $195,925 | $66,444+194.9% | $120,225+63.0% | $79,634+146.0% |
| Participation rate | 100.0% | 42.8%+57.2pp | 69.6%+30.4pp | 62.5%+37.5pp |
| Annual return | 10.84% | 53.37%-42.5pp | 439.23%-428.4pp | 36.46%-25.6pp |
| Employer contribution / active EE | $8,024 | $1,860+331.3% | $3,475+130.9% | $2,529+217.3% |
| Participant deferral / active EE | $0 | $2,798-100.0% | $3,999-100.0% | $3,835-100.0% |
| Admin fee / account holder | $464 | $1,295-64.2% | $5,696-91.9% | $1,002-53.7% |