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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $42,305 |
Service code 27 · EIN 26-4310632 | Advisory (Plan) | $41,338 |
Filed as: KUSHNER, KIPPELMAN & TAUB, PLLC Service code 10 · EIN 26-1482899 | Accounting | $20,000 |
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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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 10.11% | 8.57%+1.5pp | 7.87%+2.2pp | 9.29%+0.8pp |
| Employer contribution / active EE | $8,936 | $19,481-54.1% | $31,784-71.9% | $15,168-41.1% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |