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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $237,669 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $90,980 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $51,450 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $33,200 |
LERNER LAW FIRM AND ASSOCIATES3+ years Service code 29 · EIN 27-3629002 | Legal | $28,000 |
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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 | $37,197-100.0% | $476,019-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 4.7%-4.7pp |
| Annual return | 5.08% | 13.30%-8.2pp | 4.36%+0.7pp | -0.69%+5.8pp |
| Employer contribution / active EE | $8,708 | $10,363-16.0% | $27,383-68.2% | $16,786-48.1% |
| Participant deferral / active EE | $0 | $246-100.0% | $75-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $14,020-100.0% | $124-100.0% |