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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 18 · EIN 13-2646110 | Direct payment from the plan; Custodi... | $239,942 |
Service code 13 · EIN 31-6035546 | Contract Administrator | $144,808 |
FRUSH CONSULTING1 year Service code 10 · EIN 47-1176875 | Accounting | $18,000 |
Service code 10 · EIN 31-0800053 | Accounting | $15,225 |
VORYS, SATER, SEYMOUR & PEASE9+ years Service code 29 · EIN 31-4333125 | Legal | $15,009 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,352 | $241,850-44.4% | $102,383+31.2% | $199,921-32.8% |
| Participation rate | 90.4% | 78.3%+12.1pp | 74.5%+15.9pp | 72.0%+18.4pp |
| Annual return | 11.81% | 17.67%-5.9pp | 24.94%-13.1pp | 34.28%-22.5pp |
| Employer contribution / active EE | $10,146 | $4,253+138.6% | $3,870+162.2% | $3,035+234.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,089-100.0% |
| Admin fee / account holder | $287 | $288-0.2% | $8,391-96.6% | $269+6.8% |