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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $45,190 |
COLLERAN, O'HARA & MILLS LLP5+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $39,105 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $27,000 |
Filed as: STEVEN DAVI Service code 29 · EIN 82-4935807 | Legal | $16,284 |
GROOM LAW GROUP5+ years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $13,953 |
INCOME RESEARCH & MANAGEMENT5+ years Service code 28 · EIN 04-2955404 | Investment Management | $13,016 |
THE SEGAL COMPANY5+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $9,188 |
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 | $153,781-100.0% | $165,322-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 41.6%-41.6pp | 32.5%-32.5pp | 43.0%-43.0pp |
| Annual return | 3.86% | 7.89%-4.0pp | 8.01%-4.2pp | 259.14%-255.3pp |
| Employer contribution / active EE | $0 | $36,824-100.0% | $29,475-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $735-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $217-100.0% | $637-100.0% | $21,546-100.0% |