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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 18 · EIN 13-2646110 | Custodial (other than securities); Di... | $243,764 |
Filed as: P&P NO. 189 H&W FUND ADMINISTRATORS Service code 13 · EIN 31-6035546 | Contract Administrator | $163,552 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $117,315 |
CORE CAPITAL SOLUTIONS2 years Filed as: WA US CORE PLUS LLC Service code 27 · EIN 95-2705767 | Advisory (Plan) | $39,191 |
VORYS, SATER, SEYMOUR & PEASE10+ years Service code 29 · EIN 31-4333125 | Legal | $35,000 |
Service code 10 · EIN 31-0800053 | Accounting | $32,000 |
BRIDGE BENEFIT TECHNOLOGIES3 years Service code 27 · EIN 52-1796473 | Advisory (Plan) | $18,067 |
COMERICA BANK2 years Filed as: COMERICA Service code 19 · EIN 31-6083746 | Securities Custodian | $15,314 |
LANZ PRINTING1 year Filed as: LANZ PRINTING COMPANY Service code 50 · EIN 31-1424280 | Direct Payment | $9,154 |
Filed as: WESTERN ASSET MANAGEMENT CO. Service code 27 · EIN 26-0567600 | Advisory (Plan) | $8,814 |
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Annual investment return 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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.73% | 10.08%-4.4pp | 8.99%-3.3pp | 8.88%-3.2pp |
| Employer contribution / active EE | $12,790 | $15,398-16.9% | $25,171-49.2% | $15,934-19.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $1-100.0% | $753-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |