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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SIBSON CONSULTING (SEGAL GROUP) Service code 11 · EIN 06-0839113 | Actuarial | $143,792 |
CBIZ RETIREMENT PLAN SERVICES4+ years Filed as: CBIZ COTTONWOOD Service code 13 · EIN 31-1582098 | Contract Administrator | $102,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,723 |
ANNE H.S. FRASER, P.C.4+ years Service code 29 · EIN 52-1875067 | Legal | $52,972 |
Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $42,839 |
AMERICAN REALTY ADVISORS4+ years Filed as: AMERICAN BAKERS ASSOCIATION Service code 15 · EIN 36-0723070 | Recordkeeping | $30,178 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $20,493 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $15,747 |
WILMINGTON TRUST1 year Service code 19 · EIN 51-0055023 | Securities Custodian | $13,857 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $13,758 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.3%-47.3pp |
| Annual return | -94.34% | -238.73%+144.4pp | -100.31%+6.0pp | 12.16%-106.5pp |
| Employer contribution / active EE | $0 | $30,640-100.0% | $18,686-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |