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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Float revenue; Shareholder servicing ... | $104,671 |
LOCAL 1102 RWDSU8+ years Filed as: LOCAL 17 FRINGE BENEFIT FUND Service code 13 · EIN 34-1472960 | Contract Administrator | $80,764 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $33,250 |
THE SEGAL COMPANY8+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
POFOK CRAMPTON LLC3 years Service code 29 · EIN 85-2393001 | Legal | $20,543 |
J. SCHAEFER & COMPANY LLC3 years Filed as: J SCHAEFER & COMPANY LLC Service code 10 · EIN 82-3706925 | Accounting | $8,500 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,334 | $88,479-42.0% | $96,515-46.8% | $80,157-36.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 1.85% | 22.53%-20.7pp | 35.73%-33.9pp | 40.39%-38.5pp |
| Employer contribution / active EE | $5,850 | $4,177+40.1% | $3,740+56.4% | $2,977+96.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,015-100.0% |
| Admin fee / account holder | $234 | $211+10.5% | $6,735-96.5% | $145+61.2% |