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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,534 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $50,003 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $42,739 |
SPIVAK LIPTON LLP3 years Service code 29 · EIN 13-3494495 | Legal | $40,443 |
FIVE STAR PRINTING & MAILING3 years Filed as: FIVE STAR DISPATCH BUS SVC INC Service code 36 · EIN 46-3110430 | Copying and duplicating; Direct payme... | $11,685 |
SOCIALBRITE2 years Service code 16 3756 PIMLICO DR · PLEASANTON, CA 94588 | Consulting | $7,673 |
TERRY SCHMIDT LLC4+ years Filed as: TERRY SCHMIDT Service code 16 · EIN 45-3672353 | Consulting | $7,643 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,722 | $73,367-82.7% | $121,220-89.5% | $73,367-82.7% |
| Participation rate | 95.7% | 69.5%+26.2pp | 71.8%+23.9pp | 69.5%+26.2pp |
| Annual return | -5.36% | 173.45%-178.8pp | 16.94%-22.3pp | 173.45%-178.8pp |
| Employer contribution / active EE | $351 | $2,499-86.0% | $4,023-91.3% | $2,499-86.0% |
| Participant deferral / active EE | $514 | $4,033-87.3% | $3,345-84.6% | $4,033-87.3% |
| Admin fee / account holder | $42 | $68-37.9% | $5,021-99.2% | $68-37.9% |