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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $86,750 |
UMR1 year Service code 14 · EIN 71-0847266 | Plan Administrator | $37,170 |
JOHNSON & KROL, LLC10+ years Service code 29 · EIN 36-4342024 | Legal | $25,610 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $24,500 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,000 |
ROMOLO & ASSOCIATES8 years Service code 10 · EIN 84-2885766 | Accounting | $14,704 |
Service code 15 · EIN 82-2768063 | Recordkeeping | $12,091 |
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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 | $0 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 7.90% | 8.83%-0.9pp | 9.15%-1.3pp | 10.61%-2.7pp |
| Employer contribution / active EE | $10,290 | $14,473-28.9% | $26,409-61.0% | $15,605-34.1% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $266-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |