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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 |
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 | $83,640 | $92,224-9.3% | $105,223-20.5% | $79,634+5.0% |
| Participation rate | 97.5% | 69.2%+28.4pp | 75.0%+22.5pp | 62.5%+35.0pp |
| Annual return | 8.70% | 88.65%-80.0pp | 180.65%-172.0pp | 36.46%-27.8pp |
| Employer contribution / active EE | $6,000 | $3,965+51.3% | $3,689+62.7% | $2,529+137.2% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $242 | $1,121-78.4% | $8,859-97.3% | $1,002-75.8% |