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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,277 |
Service code 15 · EIN 16-0834222 | Recordkeeping | $21,711 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $18,450 |
BLITMAN & KING1 year Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $14,500 |
Service code 28 · EIN 22-2237421 | Investment Management | $8,374 |
WILMINGTON TRUST5 years Service code 28 · EIN 16-1486454 | Investment Management | $6,894 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,636 | $64,176-18.0% | $112,263-53.1% | $66,949-21.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -11.24% | -13.80%+2.6pp | 27.49%-38.7pp | 1.57%-12.8pp |
| Employer contribution / active EE | $2,430 | $3,007-19.2% | $3,636-33.2% | $2,545-4.5% |
| Participant deferral / active EE | $3,284 | $3,694-11.1% | $4,729-30.6% | $4,239-22.5% |
| Admin fee / account holder | $378 | $626-39.6% | $6,410-94.1% | $594-36.3% |