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| Provider | Service type | Compensation |
|---|---|---|
UNION INSURANCE GROUP1 year Service code 22 · EIN 36-4226088 | Insurance Broker | $86,791 |
LINDA FENNER2 years Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $86,098 |
THE SEGAL COMPANY8 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $80,676 |
NATIONAL INVESTMENT SERVICES9+ years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $72,691 |
LISA LINDAUER2 years Filed as: LISA RAMIREZ Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $53,705 |
SHARIE SARAGOSA2 years Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $48,546 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $40,000 |
LEGACY PROFESSIONALS LLP2 years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 | Accounting | $31,500 |
DAWN BABUSKOW2 years Filed as: DAWN MCKENDRICK Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $28,149 |
UNIQUE COMPUTING SOLUTIONS9+ years Service code 16 · EIN 36-4127852 | Consulting | $20,484 |
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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 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 7.88% | 11.79%-3.9pp | 10.52%-2.6pp | 8.21%-0.3pp |
| Employer contribution / active EE | $8,258 | $19,735-58.2% | $26,756-69.1% | $13,843-40.3% |
| Participant deferral / active EE | $0 | $28-100.0% | $122-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |