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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $27,500 |
SAVASTA AND COMPANY, INC.8+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
Service code 28 · EIN 26-1889409 | Investment Management | $15,267 |
ROBERT H. BOGUCKI, P.C.8+ 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 | $349,369-100.0% | - | $349,369-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.4%-44.4pp |
| Annual return | -9.13% | -7.28%-1.9pp | 22.50%-31.6pp | -14.65%+5.5pp |
| Employer contribution / active EE | $0 | $42,083-100.0% | $33,849-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |