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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 | $86,882-3.7% | $150,734-44.5% | $69,255+20.8% |
| Participation rate | 97.5% | 84.3%+13.3pp | 78.4%+19.1pp | 69.0%+28.5pp |
| Annual return | 8.70% | 10.69%-2.0pp | 600.81%-592.1pp | 26.73%-18.0pp |
| Employer contribution / active EE | $6,000 | $5,194+15.5% | $4,918+22.0% | $2,645+126.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $242 | $630-61.6% | $14,905-98.4% | $733-67.0% |