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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $22,833 |
J. SCHAEFER & COMPANY LLC3 years Service code 10 · EIN 82-3706925 | Accounting | $14,226 |
Filed as: FUSCO GALLAGHER PORCARO & MONROE LL Service code 29 1215 SUPERIOR AVE E STE 225 · CLEVELAND, OH 44114 | Legal | $8,463 |
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 | $312,618-100.0% | $312,618-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | -6.21% | 9.70%-15.9pp | 10.03%-16.2pp | 259.17%-265.4pp |
| Employer contribution / active EE | $0 | $45,469-100.0% | $38,789-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,502-100.0% |