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| Provider | Service type | Compensation |
|---|---|---|
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $277,865 |
FRIEDMAN & ANSPACH10+ years Service code 29 · EIN 13-3403675 | Legal | $214,769 |
SAVASTA AND COMPANY, INC.3 years Service code 13 · EIN 13-3879959 | Contract Administrator | $175,000 |
THE SEGAL COMPANY7 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $88,044 |
US BANK7 years Filed as: US BANK, NA Service code 15 · EIN 31-0841368 | Recordkeeping | $66,689 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,958 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $47,871 |
THE SEGAL COMPANY9 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $29,170 |
NANESS, CHAIET, NANESS, LLC8 years Service code 29 · EIN 11-3382260 | Legal | $22,500 |
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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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.70% | 10.52%-5.8pp | 2.37%+2.3pp | 10.52%-5.8pp |
| Employer contribution / active EE | $9,139 | $15,140-39.6% | $17,538-47.9% | $15,140-39.6% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |