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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 17 · EIN 13-2646110 | Pension Consulting | $32,309 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD. · NIAGARA FALLS, NY 14304 | Recordkeeping | $23,086 |
Service code 10 · EIN 16-1468002 45 BRYANT WOODS N · AMHERST, NY 14228 | Accounting | $11,450 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 | Securities Custodian | $10,687 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,739-100.0% | $149,721-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 12.18% | 21.01%-8.8pp | 1501.67%-1489.5pp | 28.90%-16.7pp |
| Employer contribution / active EE | $1,619 | $3,233-49.9% | $5,444-70.3% | $2,042-20.7% |
| Participant deferral / active EE | $1,739 | $4,797-63.7% | $6,568-73.5% | $3,169-45.1% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |