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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $37,061 |
Service code 15 · EIN 16-0834222 8803 NIAGARA FALLS BLVD. · NIAGARA FALLS, NY 14304 | Recordkeeping | $17,693 |
Service code 10 · EIN 16-1468002 45 BRYANT WOODS N · AMHERST, NY 14228 | Accounting | $13,900 |
WILMINGTON TRUST2 years Service code 28 · EIN 16-1486454 | Investment Management | $5,572 |
LIPSITZ GREEN SCIME & CAMBRIA5+ years Filed as: LIPSITZ, GREEN, SCIME, AND CAMBRIA Service code 29 · EIN 16-0905097 | Legal | $5,105 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,717 | $98,982-47.8% | $162,185-68.1% | $65,186-20.7% |
| Participation rate | 88.9% | 85.8%+3.1pp | 87.6%+1.3pp | 70.2%+18.7pp |
| Annual return | 16.33% | 24.84%-8.5pp | 115.61%-99.3pp | 29.39%-13.1pp |
| Employer contribution / active EE | $2,298 | $3,467-33.7% | $5,613-59.1% | $2,177+5.6% |
| Participant deferral / active EE | $2,763 | $5,384-48.7% | $7,297-62.1% | $3,514-21.4% |
| Admin fee / account holder | $325 | $596-45.5% | $10,844-97.0% | $847-61.6% |