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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $10,000 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $5,182 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,389 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,460 | $31,994-73.6% | $74,583-88.7% | $65,292-87.0% |
| Participation rate | 19.6% | 38.6%-19.1pp | 68.1%-48.5pp | 72.4%-52.9pp |
| Annual return | 16.44% | 18.54%-2.1pp | 20.47%-4.0pp | 11.84%+4.6pp |
| Employer contribution / active EE | $0 | $793-100.0% | $2,525-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $1,448 | $1,345+7.6% | $3,458-58.1% | $3,579-59.5% |
| Admin fee / account holder | $14 | $74-81.2% | $4,138-99.7% | $57-75.7% |