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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $201,415 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $67,229 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $32,600 |
LERNER LAW FIRM AND ASSOCIATES2+ years Service code 29 · EIN 27-3629002 | Legal | $26,300 |
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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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 8.97% | 18.28%-9.3pp | 10.53%-1.6pp | 13.95%-5.0pp |
| Employer contribution / active EE | $8,301 | $11,746-29.3% | $29,360-71.7% | $16,598-50.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |