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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: THE SEGAL GROUP Service code 16 · EIN 06-0839113 | Consulting | $220,584 |
SHUMAKER, LOOP & KENDRICK, LLP2+ years Service code 29 · EIN 34-4439491 | Legal | $187,017 |
BENESYS, INC.2+ years Service code 15 · EIN 38-2383171 | Recordkeeping | $182,469 |
CUNI, RUST & STRENK2+ years Service code 11 · EIN 31-1227755 | Actuarial | $179,900 |
Service code 22 1855 WEST STATE RD 434 · LONGWOOD, FL 32750 | Insurance Broker | $156,164 |
ASCENSUS LLC2+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $115,403 |
FOUNDRY PARTNERS2+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $88,981 |
Filed as: HENDERSON GENEVA Service code 28 · EIN 06-1217855 | Investment Management | $88,356 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $87,083 |
C.S. MCKEE, L.P.2+ years Filed as: CS MCKEE Service code 28 · EIN 25-1900687 | Investment Management | $61,543 |
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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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.89% | 3.63%+5.3pp | 4.16%+4.7pp | 9.19%-0.3pp |
| Employer contribution / active EE | $10,351 | $11,363-8.9% | $29,966-65.5% | $12,608-17.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |