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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $160,839 |
MSPC3 years Service code 10 · EIN 22-2951202 | Accounting | $89,756 |
ROSALIND TOMEIO5 years Service code 30 · EIN 22-6172437 | Employee (plan); Direct payment from ... | $46,488 |
JBM COMPUTER CONSULTANTS6+ years Filed as: JBM COMPUTER CONSULTANTS, INC. Service code 15 · EIN 16-1173118 | Recordkeeping | $21,302 |
Service code 29 · EIN 22-1973215 | Legal | $18,926 |
Service code 28 · EIN 23-0731260 | Investment Management | $18,607 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $10,137 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,534,422-100.0% | $353,945-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 1.7%-1.7pp |
| Annual return | -9.06% | 7.62%-16.7pp | 10.57%-19.6pp | 627.08%-636.1pp |
| Employer contribution / active EE | $42,318 | $18,841+124.6% | $29,483+43.5% | $18,824+124.8% |
| Participant deferral / active EE | $0 | $1,564-100.0% | $150-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $2,009-100.0% | $1,923-100.0% |