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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $336,824 |
NEW & KARFUNKEL, P.C.4+ years Service code 29 · EIN 22-2553368 | Legal | $216,586 |
CARY KANE LLP4+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $143,254 |
Filed as: PRUDENTIAL INS CO Service code 28 · EIN 22-1211670 | Investment Management | $117,506 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $90,651 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $85,801 |
BAHL & GAYNOR4+ years Filed as: BAHL & GAYNOR, INC. Service code 28 · EIN 31-1297139 | Investment Management | $71,552 |
WASSERMAN, JURISTA & STOLZ2 years Service code 29 · EIN 22-1933663 | Legal | $67,213 |
Service code 28 · EIN 47-5209018 | Investment Management | $48,564 |
E.G. ACCOUNTING4+ years Service code 10 · EIN 11-3756843 | Accounting | $28,900 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 4.46% | 33.70%-29.2pp | 14.64%-10.2pp | 53.27%-48.8pp |
| Employer contribution / active EE | $14,608 | $14,473+0.9% | $41,831-65.1% | $14,774-1.1% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |