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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
Filed as: BANK OF NEW YORK MELLON Service code 10 · EIN 13-5160382 | Accounting | $49,124 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $45,445 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $44,000 |
MANNING & NAPIER6+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 27 · EIN 45-3328488 | Advisory (Plan) | $43,220 |
DAWN DECRISTO3 years Service code 30 · EIN 13-6140429 | Employee (plan) | $38,992 |
DICKINSON WRIGHT PLLC6+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $31,800 |
MICHAEL A. JACOBSON, CPA5 years Filed as: MICHAEL A. JACOBSON CPA Service code 10 · EIN 11-2516673 | Accounting | $22,000 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 49 · EIN 36-2723087 | Other Services | $15,687 |
O'CONNOR & MANGAN, P.C.6+ years Service code 29 · EIN 11-2558033 | Legal | $14,824 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 11.39% | 8.15%+3.2pp | 7.87%+3.5pp | 11.45%-0.1pp |
| Employer contribution / active EE | $5,048 | $17,725-71.5% | $31,784-84.1% | $17,219-70.7% |
| Participant deferral / active EE | $0 | $1,144-100.0% | $241-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |