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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERS CASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $94,000 |
O'DONOGHUE & O'DONOGHUE1+ years Filed as: ODONOGHUE & ODONOGHUE Service code 29 · EIN 53-0120528 | Legal | $46,925 |
SALTER & COMPANY, LLC1+ years Filed as: SALTER & COMPANY Service code 10 · EIN 53-0212316 | Accounting | $12,201 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,848 | $55,516-40.8% | $75,784-56.7% | $59,188-44.5% |
| Participation rate | 96.5% | 73.6%+22.9pp | 75.8%+20.7pp | 69.4%+27.1pp |
| Annual return | -2.12% | -1.89%-0.2pp | 9.68%-11.8pp | 5.51%-7.6pp |
| Employer contribution / active EE | $1,245 | $2,604-52.2% | $3,323-62.5% | $2,098-40.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $221 | $110+101.2% | $5,300-95.8% | $92+140.0% |