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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,640 | $95,880-12.8% | $107,525-22.2% | $85,563-2.2% |
| Participation rate | 97.5% | 70.1%+27.4pp | 75.1%+22.4pp | 66.0%+31.6pp |
| Annual return | 8.70% | 68.06%-59.4pp | 181.32%-172.6pp | 31.51%-22.8pp |
| Employer contribution / active EE | $6,000 | $3,812+57.4% | $3,754+59.8% | $2,654+126.1% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $242 | $1,025-76.4% | $8,919-97.3% | $834-71.0% |