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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,500 |
Service code 15 · EIN 16-0834222 | Recordkeeping | $19,530 |
Service code 10 · EIN 16-1468002 | Accounting | $12,500 |
Service code 28 · EIN 22-2237421 | Investment Management | $7,293 |
Filed as: LIPSITZ GREEN SCIME AND CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $6,373 |
WILMINGTON TRUST3 years Service code 28 · EIN 16-1486454 | Investment Management | $5,933 |
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 | $59,635 | $69,383-14.0% | $101,275-41.1% | $73,497-18.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 11.01% | 18.46%-7.5pp | 46.48%-35.5pp | 28.51%-17.5pp |
| Employer contribution / active EE | $1,687 | $2,628-35.8% | $3,660-53.9% | $2,270-25.7% |
| Participant deferral / active EE | $2,107 | $3,301-36.2% | $4,371-51.8% | $3,740-43.7% |
| Admin fee / account holder | $283 | $704-59.7% | $5,948-95.2% | $513-44.8% |