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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $21,000 |
ADMINISTRATION SERVICES INC.3+ years Service code 13 · EIN 05-0345198 | Contract Administrator | $15,120 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST CO. Service code 28 · EIN 91-2052098 | Investment Management | $12,558 |
GURSKY WIENS1 year Service code 29 · EIN 30-0836966 | Legal | $12,127 |
WARD FISHER & COMPANY3+ years Service code 10 · EIN 05-6016572 | Accounting | $9,200 |
THE ANGELL PENSION GROUP, INC.3+ years Filed as: ANGELL PENSION GROUP Service code 11 · EIN 04-2530412 | Actuarial | $8,742 |
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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 7.55% | -2.92%+10.5pp | -752.26%+759.8pp | 10.56%-3.0pp |
| Employer contribution / active EE | $15,881 | $9,485+67.4% | $31,802-50.1% | $13,643+16.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |