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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1835864 | Actuarial | $58,075 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 15 · EIN 45-3328488 | Recordkeeping | $45,038 |
SLEVIN & HART, P.C.4 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $24,091 |
Filed as: TRONCONI SEGARRA & ASSOCIATES LLP Service code 10 · EIN 04-3728817 | Accounting | $21,718 |
Filed as: ARCARA LENDA EUSANIO & STACEY Service code 10 · EIN 47-1793720 | Accounting | $8,093 |
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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 | $36,224-100.0% | $186,703-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 2.5%-2.5pp |
| Annual return | 6.93% | 9.00%-2.1pp | 8.93%-2.0pp | 8.25%-1.3pp |
| Employer contribution / active EE | $18,707 | $14,409+29.8% | $26,306-28.9% | $18,668+0.2% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,041-100.0% | $200-100.0% |