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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER & SMI Service code 19 · EIN 13-5674085 | Securities Custodian | $292,726 |
Filed as: GORLICK, KRAVITZ & LISTHAUS, P.C. Service code 29 · EIN 13-3790829 | Legal | $63,364 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $50,250 |
LERNER LAW FIRM AND ASSOCIATES7+ years Service code 29 · EIN 27-3629002 | Legal | $31,000 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $27,518 |
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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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -12.57% | -15.49%+2.9pp | -4.80%-7.8pp | 39.77%-52.3pp |
| Employer contribution / active EE | $10,706 | $9,399+13.9% | $30,897-65.4% | $19,959-46.4% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |