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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $88,497 |
Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $84,922 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $39,152 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $37,050 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $16,610 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $12,238 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $11,276 |
BASYS3 years Filed as: BASYS, INC. Service code 99 · EIN 52-1796473 | Other Fees | $5,787 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $279 |
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Employer contribution per participant 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 | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.45% | 11.08%-2.6pp | 8.10%+0.3pp | 8.76%-0.3pp |
| Employer contribution / active EE | $1,420 | $13,910-89.8% | $28,649-95.0% | $16,650-91.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |