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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $108,970 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $88,610 |
Filed as: CONDUENT Service code 11 · EIN 13-3954297 | Actuarial | $68,825 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $20,000 |
CERIDIAN3+ years Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $11,821 |
ULLICO3+ years Service code 28 · EIN 13-1423090 | Investment Management | $10,700 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 12.59% | 11.00%+1.6pp | 9.39%+3.2pp | 10.41%+2.2pp |
| Employer contribution / active EE | $17,445 | $16,132+8.1% | $33,466-47.9% | $14,691+18.7% |
| Participant deferral / active EE | $3,079 | $198+1457.6% | $657+368.4% | $58+5189.6% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |