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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $160,177 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 33-0123114 | Investment Management | $74,592 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 800 N GLEBE RD · ARLINGTON, VA 22203 | Actuarial | $73,323 |
CERIDIAN8+ years Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $32,554 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $21,500 |
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -12.66% | 13.34%-26.0pp | 0.46%-13.1pp | -5.25%-7.4pp |
| Employer contribution / active EE | $19,850 | $19,967-0.6% | $35,480-44.1% | $15,161+30.9% |
| Participant deferral / active EE | $3,500 | $651+437.5% | $231+1415.5% | $120+2821.6% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |