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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $217,130 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, P.C.. Service code 29 · EIN 13-3790829 | Legal | $75,733 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $63,068 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $29,943 |
LERNER LAW FIRM AND ASSOCIATES1+ years Service code 29 · EIN 27-3629002 | Legal | $25,600 |
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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 | $49,677-100.0% | $169,917-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 3.6%-3.6pp |
| Annual return | 0.00% | 7.64%-7.6pp | 7.98%-8.0pp | 11.88%-11.9pp |
| Employer contribution / active EE | $8,696 | $10,406-16.4% | $23,724-63.3% | $14,612-40.5% |
| Participant deferral / active EE | $0 | $130-100.0% | $53-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $636-100.0% | $637-100.0% |