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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $97,268 |
ENNIS HARGADON, LLC2+ years Service code 10 · EIN 47-1121653 | Accounting | $44,989 |
I.E. SHAFFER & CO.2+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $35,640 |
QUAN-VEST CONSULTANTS, INC.2+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $24,000 |
NEW & KARFUNKEL, P.C.2+ years Service code 29 · EIN 22-2553368 | Legal | $20,380 |
MARRINAN & MAZZOLA MARDON P.C.2+ years Filed as: MARRINAN & MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3303633 | Legal | $4,894 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $442,730-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 12.6%-12.6pp |
| Annual return | 1.94% | 4.89%-3.0pp | 4.72%-2.8pp | 4.56%-2.6pp |
| Employer contribution / active EE | $3,229 | $13,673-76.4% | $30,821-89.5% | $15,526-79.2% |
| Participant deferral / active EE | $0 | $0 | $113-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,711-100.0% | $2,146-100.0% | $1,711-100.0% |