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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: SEGAL CO. Service code 11 · EIN 13-1975125 | Actuarial | $31,219 |
KEY BANK NATIONAL ASSOCIATION10+ years Filed as: KEY TRUST Service code 10 · EIN 31-1784820 | Accounting | $25,239 |
CIUNI & PANICHI, INC.10+ years Service code 10 · EIN 34-1322309 | Accounting | $24,982 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL Service code 27 2000 AUBURN DR #200 · BEACHWOOD, OH 44122 | Advisory (Plan) | $24,000 |
BONNIE MANNING10+ years Service code 30 · EIN 34-1059950 | Employee (plan) | $18,238 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DIANNA L. BROWN Service code 30 · EIN 34-1059950 | Employee (plan) | $18,238 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 · EIN 36-4019884 | Insurance services | $12,185 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $133,308-100.0% | $133,308-100.0% | $380,063-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 11.8%-11.8pp | 27.7%-27.7pp |
| Annual return | 6.37% | 7.20%-0.8pp | 7.44%-1.1pp | 15.59%-9.2pp |
| Employer contribution / active EE | $0 | $33,615-100.0% | $30,790-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $189-100.0% | $640-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $16,084-100.0% | $16,084-100.0% | $21,009-100.0% |