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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Service code 17 · EIN 13-1835864 | Pension Consulting | $22,500 |
Filed as: ARIA EMPLOYEE BENEFITS Service code 17 · EIN 46-0671309 | Pension Consulting | $15,150 |
BERTINI CONSULTING GROUP1 year Service code 16 PO BOX 155 · LYNBROOK, NY 11563 | Consulting | $6,875 |
Service code 29 · EIN 11-2940050 | Legal | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $71,802-100.0% | $133,975-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 85.5%-85.5pp | 87.1%-87.1pp | 70.2%-70.2pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.29%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $675 | $3,161-78.6% | $5,211-87.0% | $1,974-65.8% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |