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| Provider | Service type | Compensation |
|---|---|---|
M. J. MINTZ, P.C.5+ years Service code 29 · EIN 27-0134833 | Legal | $70,590 |
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $60,877 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $58,940 |
GOLDSTEIN AND PRICE, L.C.5+ years Service code 29 · EIN 32-0736088 | Legal | $51,549 |
QUAN-VEST CONSULTANTS, INC.5+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $40,300 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES & CO Service code 28 · EIN 04-1554520 | Investment Management | $34,409 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $20,904 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO, LLP Service code 10 · EIN 13-1578842 | Accounting | $15,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,319-100.0% | $94,563-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.9%-17.9pp | 13.0%-13.0pp |
| Annual return | 15.88% | 13.52%+2.4pp | 16.32%-0.4pp | 13.59%+2.3pp |
| Employer contribution / active EE | $0 | $21,708-100.0% | $31,806-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $0 | $211-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $0 | $29,657-100.0% |