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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $191,444 |
WILLIS TOWERS WATSON US LLC7 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 800 N GLEBE RD · ARLINGTON, VA 22203 | Actuarial | $108,470 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $67,146 |
DAYFORCE1 year Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $43,092 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $25,235 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $937,755-100.0% | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | - |
| Annual return | 7.19% | 72.14%-64.9pp | 8.34%-1.1pp | - |
| Employer contribution / active EE | $21,120 | $14,822+42.5% | $30,790-31.4% | - |
| Participant deferral / active EE | $3,727 | $3,7270% | $252+1378.6% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $47,069-100.0% | - |