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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $407,407 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMP (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $88,466 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $80,028 |
SPIVAK LIPTON LLP8+ years Service code 29 · EIN 13-3494495 | Legal | $58,210 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $47,667 |
SAX LLP1 year Service code 10 · EIN 81-2950760 | Accounting | $45,288 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $45,000 |
COMERICA BANK1 year Filed as: COMERICA INC Service code 19 · EIN 13-6164776 | Securities Custodian | $24,060 |
ADP BROKER-DEALER1 year Filed as: ADP Service code 49 · EIN 22-3006057 | Other Services | $14,481 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 | Insurance Commissions | $5,084 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $339,002-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 39.1%-39.1pp | 2.3%-2.3pp |
| Annual return | 6.48% | 37.74%-31.3pp | 12.78%-6.3pp | 37.74%-31.3pp |
| Employer contribution / active EE | $4,472 | $15,788-71.7% | $44,816-90.0% | $15,788-71.7% |
| Participant deferral / active EE | $0 | $732-100.0% | $33-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $2,002-100.0% | $9,287-100.0% |