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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $245,717 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $64,038 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,250 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $34,335 |
LERNER LAW FIRM AND ASSOCIATES5+ years Service code 29 · EIN 27-3629002 | Legal | $29,500 |
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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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 4.52% | 20.91%-16.4pp | 793.01%-788.5pp | 627.08%-622.6pp |
| Employer contribution / active EE | $10,168 | $11,580-12.2% | $27,004-62.3% | $18,824-46.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |