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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $290,360 |
NEW & KARFUNKEL, P.C.5+ years Service code 29 · EIN 22-2553368 | Legal | $171,180 |
Filed as: PRUDENTIAL INS CO Service code 28 · EIN 22-1211670 | Investment Management | $119,224 |
CARY KANE LLP5+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $109,456 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $96,759 |
BAHL & GAYNOR1 year Filed as: BAHL & GAYNOR, INC Service code 28 · EIN 31-1297139 | Investment Management | $74,438 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $72,013 |
Filed as: DUCENTA SQUARED ASSET MGMNT, LLC Service code 28 · EIN 85-0584508 | Investment Management | $35,098 |
E.G. ACCOUNTING1 year Filed as: E. G. ACCOUNTING Service code 10 · EIN 11-3756843 | Accounting | $30,380 |
MR. MICROCHIP1 year Filed as: MR. MICROCHIP SOFTWARE CENTER INC Service code 15 · EIN 59-3084068 | Recordkeeping | $27,265 |
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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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 5.27% | 15.15%-9.9pp | 10.57%-5.3pp | 11.45%-6.2pp |
| Employer contribution / active EE | $14,576 | $16,781-13.1% | $29,483-50.6% | $17,219-15.3% |
| Participant deferral / active EE | $0 | $1,180-100.0% | $150-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |