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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $233,669 |
NEW & KARFUNKEL, P.C.2+ years Service code 29 · EIN 22-2553368 | Legal | $227,866 |
Filed as: PRUDENTIAL INS CO Service code 28 · EIN 22-1211670 | Investment Management | $155,855 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $81,349 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $75,257 |
BAHL & GAYNOR2+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $61,487 |
Filed as: TORTOISE CREDIT STRATEGIES LLC Service code 28 · EIN 47-5209018 | Investment Management | $55,204 |
E.G. ACCOUNTING2+ years Service code 10 · EIN 11-3756843 | Accounting | $30,108 |
Filed as: WEAVER C BARKSDALE & ASSOCIATES INC Service code 28 · EIN 62-1217255 | Investment Management | $24,119 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $21,374 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 7.65% | 13.03%-5.4pp | 10.36%-2.7pp | 23.90%-16.2pp |
| Employer contribution / active EE | $11,972 | $15,779-24.1% | $37,738-68.3% | $16,539-27.6% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |