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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $77,366 |
SALTER & COMPANY, LLC2+ years Service code 10 · EIN 20-8078757 | Accounting | $30,603 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY (INTECH) Service code 28 · EIN 01-0614895 | Investment Management | $28,217 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $15,004 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 | Investment Management | $14,894 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $13,376 |
O'DONOGHUE & O'DONOGHUE2+ years Service code 29 · EIN 53-0120528 | Legal | $13,161 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $5,250 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 1.67% | 3.49%-1.8pp | 4.16%-2.5pp | 7.18%-5.5pp |
| Employer contribution / active EE | $1,414 | $11,083-87.2% | $29,966-95.3% | $13,095-89.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |