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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VANDERBILT AVENUE ASSET MANAGMENT Service code 51 · EIN 26-1889409 | Investment Mgmt Fees | $29,305 |
SAVASTA AND COMPANY, INC.2+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $17,000 |
ROBERT H. BOGUCKI, P.C.2+ years Service code 29 · EIN 13-3397205 | Legal | $12,000 |
BARBARA GILL1 year Filed as: BARBARA LANTON Service code 10 | Accounting | $6,936 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | 3.55% | 4.44%-0.9pp | 4.72%-1.2pp | 4.16%-0.6pp |
| Employer contribution / active EE | $0 | $41,495-100.0% | $30,821-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |