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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $28,000 |
Filed as: VANDERBILT AVENUE ASSET MANAGMENT Service code 28 · EIN 26-1889409 | Investment Management | $22,490 |
SAVASTA AND COMPANY, INC.5+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
ROBERT H. BOGUCKI, P.C.5+ years Service code 29 · EIN 13-3397205 | Legal | $12,000 |
BARBARA GILL4 years Filed as: BARBARA LANTON Service code 10 1743 JAMES STREET · MERRICK, NY 11566 | Accounting | $11,970 |
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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 | $114,874-100.0% | $94,563-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 17.9%-17.9pp | 47.3%-47.3pp |
| Annual return | 9.46% | 16.84%-7.4pp | 16.32%-6.9pp | 12.16%-2.7pp |
| Employer contribution / active EE | $0 | $40,622-100.0% | $31,806-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $211-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $17,640-100.0% |