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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $17,006 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $2,536 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,477 | $86,791-92.5% | $115,038-94.4% | $59,188-89.1% |
| Participation rate | 13.7% | 72.8%-59.1pp | 81.4%-67.6pp | 69.4%-55.7pp |
| Annual return | 4.86% | 4.44%+0.4pp | 26.14%-21.3pp | 5.51%-0.7pp |
| Employer contribution / active EE | $0 | $2,950-100.0% | $4,608-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $458 | $5,298-91.4% | $6,026-92.4% | $3,265-86.0% |
| Admin fee / account holder | $34 | $95-63.9% | $8,175-99.6% | $92-62.8% |