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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $511,483 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $131,750 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMP (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $88,406 |
SPIVAK LIPTON LLP10+ years Service code 29 · EIN 13-3494495 | Legal | $79,108 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $60,939 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $57,017 |
COMERICA BANK3 years Filed as: COMERICA INC Service code 19 · EIN 13-6164776 | Securities Custodian | $27,588 |
ADP BROKER-DEALER3 years Filed as: ADP Service code 49 · EIN 22-3006057 | Other Services | $15,787 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 | Insurance Broker | $3,920 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SVCS INC Service code 22 · EIN 46-0619194 | Insurance Broker | $0 |
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Employer contribution per participant 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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.29% | 10.52%-0.2pp | 8.93%+1.4pp | 10.52%-0.2pp |
| Employer contribution / active EE | $5,817 | $15,140-61.6% | $34,172-83.0% | $15,140-61.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $44-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |