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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Claim... | $172,937 |
Service code 14 · EIN 34-1290643 | Plan Administrator | $58,001 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM Service code 10 1800 TYSON BOULEVARD, SUITE 800 · TYSONS, VA 22102 | Accounting | $19,546 |
TUCKER ARENSBERG2 years Filed as: TUCKER ARENSBERG P.C. Service code 29 ONE PPG PLACE, SUITE 1500 · PITTSBURGH, PA 15222 | Legal | $17,907 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $14,700 |
LOCAL 1102 RWDSU10+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 | Contract Administrator | $10,008 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,587 | $98,776-35.6% | $119,126-46.6% | $89,670-29.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 11.49% | 9.25%+2.2pp | 282.11%-270.6pp | 19.66%-8.2pp |
| Employer contribution / active EE | $5,982 | $5,802+3.1% | $4,034+48.3% | $4,041+48.0% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $210 | $230-9.0% | $10,693-98.0% | $352-40.4% |