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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $45,000 |
COLLERAN, O'HARA & MILLS LLP7+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $39,105 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $30,000 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $27,000 |
Filed as: STEVEN DAVI Service code 29 · EIN 82-4935807 | Legal | $21,006 |
THE SEGAL COMPANY7+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $10,075 |
INCOME RESEARCH & MANAGEMENT7+ years Service code 28 · EIN 04-2955404 | Investment Management | $9,109 |
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 | $187,247-100.0% | $164,721-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 44.5%-44.5pp |
| Annual return | -8.15% | -5.84%-2.3pp | -5.84%-2.3pp | -14.65%+6.5pp |
| Employer contribution / active EE | $0 | $39,394-100.0% | $31,839-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,070-100.0% | $1,000-100.0% | $14,582-100.0% |