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| Provider | Service type | Compensation |
|---|---|---|
FRIEDMAN & ANSPACH8+ years Service code 29 · EIN 13-3403675 | Legal | $206,461 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $109,245 |
SANDRA MCKEE5 years Filed as: SANDRA L. NICOSIA Service code 30 · EIN 51-6123679 | Direct payment from the plan; Employe... | $92,851 |
US BANK5 years Filed as: US BANK, NA Service code 15 · EIN 31-0841368 | Recordkeeping | $81,740 |
NELLI BRAGINSKAYA8+ years Service code 30 · EIN 51-6123679 | Direct payment from the plan; Employe... | $81,668 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $63,433 |
Service code 13 · EIN 13-3879959 | Contract Administrator | $43,750 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 | Insurance Commissions | $31,512 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
MR. MICROCHIP4 years Filed as: MR. MICROCHIP SOFTWARE CENTER, INC. Service code 15 · EIN 59-3084068 | Recordkeeping | $24,495 |
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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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 1.54% | 8.08%-6.5pp | 9.51%-8.0pp | 37.74%-36.2pp |
| Employer contribution / active EE | $11,026 | $9,541+15.6% | $23,377-52.8% | $15,788-30.2% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |