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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $29,656 |
CLEARSTEAD ADVISORS, LLC5 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVENUE, 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $25,724 |
Filed as: MOONEY, GREEN, SAINDON ET AL Service code 29 · EIN 52-1958229 | Legal | $16,780 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $15,250 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $13,143 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | -2.73% | 7.25%-10.0pp | 5.04%-7.8pp | 8.21%-10.9pp |
| Employer contribution / active EE | $2,316 | $13,308-82.6% | $26,454-91.2% | $13,841-83.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |