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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1975125 | Actuarial | $37,415 |
MALONEY & NOVOTNY LLC1+ years Service code 10 · EIN 34-0677006 | Accounting | $25,277 |
MANGANO LAW OFFICES1+ years Service code 29 · EIN 20-5460196 | Legal | $6,097 |
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 | $199,435-100.0% | $186,087-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 59.6%-59.6pp | 37.8%-37.8pp | 48.7%-48.7pp |
| Annual return | -41.93% | -2.05%-39.9pp | -2.13%-39.8pp | -2.16%-39.8pp |
| Employer contribution / active EE | $0 | $44,216-100.0% | $34,127-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $109-100.0% | $131-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $1,011-100.0% | $941-100.0% | $12,572-100.0% |