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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $21,000 |
ADMINISTRATION SERVICES INC.2+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $15,120 |
THE ANGELL PENSION GROUP, INC.2+ years Filed as: ANGELL PENSION GROUP Service code 11 · EIN 04-2530412 | Actuarial | $8,717 |
WARD FISHER & COMPANY2+ years Service code 10 · EIN 05-6016572 | Accounting | $8,500 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 91-2052098 | Investment Management | $8,323 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 12.52% | 9.14%+3.4pp | 8.32%+4.2pp | 10.41%+2.1pp |
| Employer contribution / active EE | $11,837 | $9,384+26.1% | $30,793-61.6% | $14,691-19.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |