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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $155,305 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 800 N GLEBE RD · ARLINGTON, VA 22203 | Actuarial | $73,941 |
AMERICAN REALTY ADVISORS7+ years Service code 28 · EIN 33-0123114 | Investment Management | $51,948 |
CERIDIAN7+ years Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $36,763 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $21,250 |
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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 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 13.69% | 12.41%+1.3pp | 11.31%+2.4pp | 18.35%-4.7pp |
| Employer contribution / active EE | $19,054 | $18,122+5.1% | $35,729-46.7% | $14,669+29.9% |
| Participant deferral / active EE | $3,362 | $427+687.7% | $237+1320.9% | $70+4729.3% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |