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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $275,000 |
COMPUSYS OF UTAH, INC.8+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $182,541 |
DEBOER & ASSOCIATES, PC8+ years Service code 10 · EIN 47-0836395 | Accounting | $62,620 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $58,250 |
BLAKE & UHLIG, P.A.8+ years Service code 29 · EIN 48-0918231 | Legal | $27,557 |
COMERICA BANK6 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $14,556 |
IRON MOUNTAIN8+ years Service code 64 1000 CAMPUS DR · COLLEGEVILLE, PA 19426 | Recordkeeping Fees | $12,797 |
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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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -11.32% | -7.95%-3.4pp | -5.85%-5.5pp | 23.41%-34.7pp |
| Employer contribution / active EE | $11,572 | $13,972-17.2% | $31,839-63.7% | $12,650-8.5% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |