Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $29,287 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$139,023 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $220,321 | $407,990-46.0% | $121,220+81.8% | $75,289+192.6% |
| Participation rate | 78.5% | 59.5%+19.0pp | 71.8%+6.7pp | 72.4%+6.1pp |
| Annual return | -5.17% | 2.93%-8.1pp | 16.94%-22.1pp | -0.04%-5.1pp |
| Employer contribution / active EE | $10,266 | $1,846+456.2% | $4,023+155.2% | $2,405+326.9% |
| Participant deferral / active EE | $7,805 | $2,201+254.7% | $3,345+133.3% | $3,739+108.8% |
| Admin fee / account holder | $104 | $455-77.1% | $5,021-97.9% | $102+2.0% |