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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING (SEGAL GROUP) Service code 11 · EIN 06-0839113 | Actuarial | $161,052 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ COTTONWOOD Service code 13 · EIN 13-1582098 | Contract Administrator | $102,000 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $51,677 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management; Investment man... | $43,630 |
ANNE H.S. FRASER, P.C.3+ years Service code 29 · EIN 52-1875067 | Legal | $34,714 |
AMERICAN REALTY ADVISORS3+ years Filed as: AMERICAN BAKERS ASSOCIATION Service code 50 · EIN 36-0723070 | Direct Payment | $33,193 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $32,928 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $21,950 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $18,004 |
THE SEGAL COMPANY3+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $15,762 |
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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 | $105,125-100.0% | $98,614-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 14.6%-14.6pp |
| Annual return | -0.29% | -2.38%+2.1pp | -0.41%+0.1pp | 10.56%-10.9pp |
| Employer contribution / active EE | $16,451 | $9,517+72.9% | $15,396+6.9% | $13,643+20.6% |
| Participant deferral / active EE | $0 | $84-100.0% | $26-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $2,970-100.0% | $3,354-100.0% |