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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Plan) | $100,000 |
PKF O'CONNOR DAVIES, LLP6 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $64,637 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 11-2214968 | Actuarial | $61,579 |
PAYCHEX, INC.4 years Filed as: PAYCHEX Service code 15 · EIN 47-0900857 | Recordkeeping | $30,195 |
WEISSMAN & MINTZ9+ years Service code 29 ONE EXECUTIVE DRIVE · SOMERSET, NJ 08873 | Legal | $22,287 |
SYNTONIC SYSTEMS, INC.3 years Filed as: SYNTONIC SYSTEMS, INC Service code 49 · EIN 13-2925049 | Other Services | $16,200 |
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Employer contribution per participant 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 | $342,274-100.0% | $342,274-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 14.4%-14.4pp | 43.7%-43.7pp |
| Annual return | 14.70% | 7.83%+6.9pp | 8.34%+6.4pp | 13.05%+1.7pp |
| Employer contribution / active EE | $3,987 | $34,993-88.6% | $30,790-87.1% | $37,652-89.4% |
| Participant deferral / active EE | $0 | $124-100.0% | $252-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $47,069-100.0% | $47,069-100.0% | $31,365-100.0% |