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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $34,385 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $30,313 |
COMERICA BANK8+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $10,505 |
JOHNSON & KROL, LLC8+ years Service code 29 · EIN 36-4342024 | Legal | $10,148 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $7,500 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVENUE, SUIT 700 · SEATTLE, WA 98101 | Investment Management | $7,355 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -16.85% | -6.78%-10.1pp | -5.85%-11.0pp | 39.77%-56.6pp |
| Employer contribution / active EE | $2,883 | $13,335-78.4% | $31,839-90.9% | $19,959-85.6% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |