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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $195,776 |
ANGELA ALVEY7+ years Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Employee (plan) | $148,288 |
LOUIS PLUNG & COMPANY7+ years Filed as: LOUIS ROSE Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 22031 | Employee (plan) | $113,184 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $112,000 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $96,651 |
Service code 29 · EIN 52-1958229 | Legal | $93,103 |
THE SEGAL COMPANY7+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $76,603 |
ANNETTE PARKER6 years Filed as: ANNETTE SOUSSANIN Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 20031 | Employee (plan) | $62,748 |
BENESYS, INC.6 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 49 · EIN 23-2182079 | Other Services | $60,676 |
NICOLE BRAKER3 years Filed as: NICOLE KRAKORA Service code 30 3060 WILLIAMS DRIVE, STE 401 · FAIRFAX, VA 20031 | Employee (plan) | $55,601 |
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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 | $164,233-100.0% | $268,676-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 682.37% | 11.48%+670.9pp | -10.68%+693.0pp | 2.78%+679.6pp |
| Employer contribution / active EE | $2,880 | $5,632-48.9% | $48,995-94.1% | $15,276-81.1% |
| Participant deferral / active EE | $0 | $1,554-100.0% | $360-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,366-100.0% | $1,015-100.0% |