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| Provider | Service type | Compensation |
|---|---|---|
Service code 29 · EIN 52-1958229 | Legal | $149,318 |
ANGELA ALVEY6+ years Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $138,971 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $130,155 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $113,070 |
LOUIS PLUNG & COMPANY6+ years Filed as: LOUIS ROSE Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $105,037 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $83,851 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $76,480 |
ANNETTE PARKER5 years Filed as: ANNETTE SOUSSANIN Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $56,856 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $52,813 |
NICOLE BRAKER2 years Filed as: NICOLE KRAKORA Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $49,333 |
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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 | $1,472,696-100.0% | $397,815-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.7%-0.7pp |
| Annual return | -1.14% | 14.25%-15.4pp | 9.74%-10.9pp | 13.24%-14.4pp |
| Employer contribution / active EE | $935 | $6,860-86.4% | $39,474-97.6% | $14,616-93.6% |
| Participant deferral / active EE | $0 | $197-100.0% | $135-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $10,161-100.0% | $4,137-100.0% |