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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $275,000 |
COMPUSYS OF UTAH, INC.7+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $178,380 |
DEBOER & ASSOCIATES, PC7+ years Service code 10 · EIN 47-0836395 | Accounting | $87,405 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $56,000 |
BLAKE & UHLIG, P.A.7+ years Service code 29 · EIN 48-0918231 | Legal | $29,966 |
COMERICA BANK5 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $15,340 |
MCGRATH NORTH7+ years Filed as: MCGRATH NORTH MULLIN & KRATZ PC LLO Service code 29 · EIN 35-2156428 | Legal | $11,993 |
IRON MOUNTAIN7+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $9,020 |
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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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 18.50% | 19.37%-0.9pp | 11.08%+7.4pp | 15.63%+2.9pp |
| Employer contribution / active EE | $10,605 | $13,107-19.1% | $28,418-62.7% | $11,476-7.6% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |