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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $337,074 |
COMPUSYS OF UTAH, INC.6+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $179,320 |
DEBOER & ASSOCIATES, PC6+ years Service code 10 · EIN 47-0836395 | Accounting | $67,871 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $57,850 |
BLAKE & UHLIG, P.A.6+ years Service code 29 · EIN 48-0918231 | Legal | $44,601 |
COMERICA BANK4 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $13,822 |
IRON MOUNTAIN6+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $8,963 |
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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 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 9.10% | 6.82%+2.3pp | 8.01%+1.1pp | 12.86%-3.8pp |
| Employer contribution / active EE | $9,266 | $12,695-27.0% | $29,476-68.6% | $13,687-32.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |