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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SIBSON CONSULTING (SEGAL GROUP) Service code 11 · EIN 06-0839113 | Actuarial | $137,907 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ COTTONWOOD Service code 13 · EIN 13-1582098 | Contract Administrator | $102,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,535 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $42,527 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN BAKERS ASSOCIATION Service code 15 · EIN 36-0723070 | Recordkeeping | $33,193 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $32,918 |
ANNE H.S. FRASER, P.C.2+ years Service code 29 · EIN 52-1875067 | Legal | $27,188 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $23,862 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $21,420 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $16,003 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 2.11% | 10.39%-8.3pp | 337.46%-335.4pp | 10.41%-8.3pp |
| Employer contribution / active EE | $37,175 | $10,969+238.9% | $20,191+84.1% | $14,691+153.1% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |