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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1928058 | Actuarial | $49,791 |
FIDUCIARY INVESTMENT ADVISORS4+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $31,355 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $22,472 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1647393 | Securities Custodian | $11,034 |
REID & RIEGE, P.C.3 years Service code 29 · EIN 06-0867204 | Legal | $7,729 |
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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 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 2.8%-2.8pp |
| Annual return | 18.76% | 11.52%+7.2pp | 10.56%+8.2pp | 16.32%+2.4pp |
| Employer contribution / active EE | $23,746 | $11,821+100.9% | $30,197-21.4% | $17,007+39.6% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |