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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $101,342 |
LINDA FENNER3 years Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $93,462 |
UNION INSURANCE GROUP2 years Service code 22 · EIN 36-4226088 | Insurance Broker | $84,987 |
NATIONAL INVESTMENT SERVICES10+ years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $62,317 |
SHARIE SARAGOSA3 years Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $52,850 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $40,000 |
KAYLA LAMANDIA1 year Filed as: KAYLA HENESSEY Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $34,953 |
DAWN BABUSKOW3 years Filed as: DAWN MCKENDRICK Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $31,435 |
LISA LINDAUER3 years Filed as: LISA RAMIREZ Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $31,435 |
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 | Accounting | $27,649 |
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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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 0.0%0pp | 11.2%-11.2pp |
| Annual return | 3.60% | 9.01%-5.4pp | 31.38%-27.8pp | 9.01%-5.4pp |
| Employer contribution / active EE | $8,613 | $12,866-33.1% | $24,632-65.0% | $12,866-33.1% |
| Participant deferral / active EE | $0 | $260-100.0% | $181-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |