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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VANDERBILT AVENUE ASSET MANAGMENT Service code 28 · EIN 26-1889409 | Investment Management | $24,748 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $20,500 |
SAVASTA AND COMPANY, INC.4+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
ROBERT H. BOGUCKI, P.C.4+ years Service code 29 · EIN 13-3397205 | Legal | $12,000 |
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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 | $223,684-100.0% | $280,855-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 29.2%-29.2pp | 21.6%-21.6pp | 46.4%-46.4pp |
| Annual return | -3.43% | -1.44%-2.0pp | -0.70%-2.7pp | -82.67%+79.2pp |
| Employer contribution / active EE | $0 | $37,071-100.0% | $28,903-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $148-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $2,223-100.0% | $1,852-100.0% | $11,204-100.0% |