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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $69,610 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $26,135 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0120528 | Legal | $25,956 |
SEI INVESTMENTS1+ years Filed as: SEI TRUST COMPANY (INTECH) Service code 28 · EIN 01-0614895 | Investment Management | $23,964 |
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 | Investment Management | $16,083 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $15,005 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $12,321 |
BOSTON PARTNERS1+ years Filed as: BOSTON COMPANY Service code 28 · EIN 25-1890416 | Investment Management | $6,514 |
NIXON PEABODY LLP1+ years Filed as: NIXON PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $5,492 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $5,149 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.74% | 0.68%+0.1pp | -1.61%+2.3pp | -0.60%+1.3pp |
| Employer contribution / active EE | $1,385 | $10,568-86.9% | $30,840-95.5% | $12,272-88.7% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |