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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $37,642 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $33,906 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $11,830 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,640 | $77,788+7.5% | $119,126-29.8% | $64,728+29.2% |
| Participation rate | 97.5% | 69.4%+28.1pp | 75.8%+21.8pp | 57.9%+39.6pp |
| Annual return | 8.70% | 13.19%-4.5pp | 282.11%-273.4pp | 49.38%-40.7pp |
| Employer contribution / active EE | $6,000 | $4,031+48.8% | $4,034+48.7% | $2,243+167.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $242 | $1,365-82.3% | $10,693-97.7% | $1,145-78.9% |