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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $132,424 |
Service code 28 · EIN 13-5674085 | Investment Management | $85,816 |
ENNIS HARGADON, LLC3+ years Service code 10 · EIN 47-1121653 | Accounting | $76,369 |
ROSALIND TOMEIO2 years Service code 30 · EIN 22-6172437 | Direct payment from the plan; Employe... | $26,587 |
OPPENHEIMER3+ years Filed as: OPPENHEIMER & CO., INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $22,905 |
JBM COMPUTER CONSULTANTS3+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $15,187 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $11,206 |
Service code 29 · EIN 22-1973215 | Legal | $9,563 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $85,985-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 4.5%-4.5pp |
| Annual return | 6.53% | 12.51%-6.0pp | 14.20%-7.7pp | 13.95%-7.4pp |
| Employer contribution / active EE | $14,114 | $17,557-19.6% | $27,968-49.5% | $16,598-15.0% |
| Participant deferral / active EE | $0 | $552-100.0% | $576-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $6,028-100.0% | $612-100.0% |