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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS. INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
KMR LLP6+ years Service code 10 · EIN 27-3959222 | Accounting | $20,606 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $18,850 |
SPIVAK LIPTON LLP6+ years Service code 29 · EIN 13-2841050 | Legal | $15,452 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,087 | $111,491+57.9% | $189,537-7.1% | $86,821+102.8% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.8%+8.7pp | 72.3%+24.2pp |
| Annual return | 17.74% | 83.50%-65.8pp | 555.34%-537.6pp | 97.94%-80.2pp |
| Employer contribution / active EE | $1,053 | $3,951-73.4% | $6,161-82.9% | $2,406-56.2% |
| Participant deferral / active EE | $46 | $6,437-99.3% | $8,220-99.4% | $4,132-98.9% |
| Admin fee / account holder | $229 | $189+21.5% | $12,048-98.1% | $170+35.2% |