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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Service code 11 · EIN 13-1975125 | Actuarial | $38,185 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $33,500 |
COMERICA BANK10+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $9,810 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $8,500 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVENUE, SUIT 700 · SEATTLE, WA 98101 | Investment Management | $7,517 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $5,019 |
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Employer contribution per participant 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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 11.57% | 11.01%+0.6pp | 8.10%+3.5pp | 7.65%+3.9pp |
| Employer contribution / active EE | $3,614 | $13,413-73.1% | $28,649-87.4% | $20,582-82.4% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |