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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 25-1139840 | Contract Administrator | $93,191 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA & COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $17,500 |
MCCHESNEY & DALE2+ years Service code 29 · EIN 52-1023071 | Legal | $12,028 |
SALTER & COMPANY, LLC2+ years Filed as: SALTER & CO, LLC Service code 10 · EIN 20-8078757 | Accounting | $9,000 |
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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | -0.93% | 15.47%-16.4pp | 14.20%-15.1pp | 10.21%-11.1pp |
| Employer contribution / active EE | $0 | $36,160-100.0% | $27,968-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |