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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1928058 | Actuarial | $24,235 |
SHIPMAN & GOODWIN LLP1 year Filed as: SHIPMAN & GOODWIN Service code 29 · EIN 06-0640174 | Legal | $20,346 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | 4.51% | -5.34%+9.9pp | 12.68%-8.2pp | -82.67%+87.2pp |
| Employer contribution / active EE | $12,994 | $31,322-58.5% | $22,860-43.2% | $43,771-70.3% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |