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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $38,885 |
Filed as: JOHN B. SHEPHERD Service code 29 3280 NELSON PARK · ROCKY RIVER, OH 44116 | Legal | $20,084 |
IATSE LOCAL 271+ years Service code 14 · EIN 34-0308265 | Plan Administrator | $15,370 |
WALTHALL, LLP1+ years Service code 10 · EIN 34-0644631 | Accounting | $14,890 |
QUAYLE CO. SECURITIES1+ years Service code 27 · EIN 38-2776937 | Advisory (Plan) | $8,798 |
SCHWARZWALD & MCNAIR1+ years Filed as: SCHWARZWALD MCNAIR & FUSCO, LLP Service code 29 · EIN 20-0467468 | Legal | $7,615 |
OGLE PROPERTY MANAGEMENT1+ years Service code 32 · EIN 26-0766142 | Real estate brokerage | $5,567 |
ALLEN, GIBBS & HOULIK, L.C.1+ years Filed as: ALLEN BATES ASSOCIATES, INC. Service code 15 · EIN 25-1460327 | Recordkeeping | $5,168 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $0 | $17,410-100.0% | $260,109-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 43.2%-43.2pp | 4.5%-4.5pp |
| Annual return | 11.17% | 10.78%+0.4pp | 8.93%+2.2pp | 13.95%-2.8pp |
| Employer contribution / active EE | $2,598 | $10,694-75.7% | $43,470-94.0% | $16,598-84.3% |
| Participant deferral / active EE | $0 | $0 | $223-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $182-100.0% | $1,225-100.0% | $612-100.0% |