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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1975125 | Actuarial | $20,500 |
MALONEY & NOVOTNY LLC3+ years Service code 10 · EIN 34-0677006 | Accounting | $17,837 |
MANGANO LAW OFFICES3+ years Service code 29 · EIN 20-5460196 | Legal | $7,987 |
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 | $266,731-100.0% | $256,121-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 59.4%-59.4pp | 37.7%-37.7pp | 45.9%-45.9pp |
| Annual return | 0.03% | 7.61%-7.6pp | 9.60%-9.6pp | 10.21%-10.2pp |
| Employer contribution / active EE | $0 | $55,817-100.0% | $45,595-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $245-100.0% | $255-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $10,098-100.0% | $9,523-100.0% | $13,518-100.0% |