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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $76,365 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,530 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $10,850 |
Filed as: LIPSITZ GREEN SCIME CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $8,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,877 | $92,971-29.1% | $96,683-31.9% | $74,419-11.5% |
| Participation rate | 98.5% | 71.5%+27.0pp | 74.3%+24.2pp | 70.7%+27.8pp |
| Annual return | 0.32% | 37.49%-37.2pp | 35.69%-35.4pp | 34.38%-34.1pp |
| Employer contribution / active EE | $3,906 | $3,426+14.0% | $3,737+4.5% | $2,637+48.1% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $300 | $633-52.6% | $6,730-95.5% | $348-13.7% |