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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $90,370 |
Service code 28 · EIN 13-5674085 | Investment Management | $67,352 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $67,065 |
ROSALIND TOMEIO3 years Service code 30 · EIN 22-6172437 | Employee (plan); Direct payment from ... | $28,223 |
OPPENHEIMER4+ years Filed as: OPPENHEIMER & CO., INC. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $16,574 |
Service code 29 · EIN 22-1973215 | Legal | $9,000 |
JBM COMPUTER CONSULTANTS4+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $8,483 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -2.74% | -1.43%-1.3pp | -0.70%-2.0pp | -0.69%-2.1pp |
| Employer contribution / active EE | $15,780 | $25,105-37.1% | $28,903-45.4% | $16,786-6.0% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |