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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $90,649 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $64,548 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $39,105 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
WILLIAM BLAIR1+ years Filed as: WILLIAM I. SHUZMAN, P.C. Service code 29 · EIN 13-3386674 | Legal | $27,950 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $27,000 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 | Investment Management | $15,744 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $11,050 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $8,933 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 1.44% | 5.68%-4.2pp | 4.74%-3.3pp | 4.56%-3.1pp |
| Employer contribution / active EE | $13,118 | $16,243-19.2% | $36,089-63.7% | $15,526-15.5% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |