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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $77,070 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST COMPANY (INTECH) Service code 28 · EIN 01-0614895 | Investment Management | $31,971 |
SALTER & COMPANY, LLC3+ years Service code 10 · EIN 20-8078757 | Accounting | $25,367 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,014 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $14,162 |
ENTRUST PARTNERS OFFSHORE LP3+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 | Investment Management | $13,217 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 | Legal | $11,394 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 04-6799863 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $7,278 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $5,624 |
NIXON PEABODY LLP3+ years Filed as: NIXON PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $5,187 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.11% | 11.78%+1.3pp | 8.32%+4.8pp | 23.90%-10.8pp |
| Employer contribution / active EE | $1,374 | $11,309-87.9% | $30,793-95.5% | $16,539-91.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |