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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $102,605 |
SALTER & COMPANY, LLC4+ years Service code 10 · EIN 20-8078757 | Accounting | $33,441 |
SEI INVESTMENTS4+ years Filed as: SEI TRUST COMPANY (INTECH) Service code 28 · EIN 01-0614895 | Investment Management | $30,976 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,539 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $14,414 |
ENTRUST PARTNERS OFFSHORE LP4+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 | Investment Management | $13,892 |
NIXON PEABODY LLP4+ years Filed as: NIXON PEABODY, LLP Service code 29 · EIN 16-0764720 | Legal | $7,322 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 04-6799863 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $6,599 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $6,085 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | -7.03% | 4.25%-11.3pp | -752.26%+745.2pp | 0.19%-7.2pp |
| Employer contribution / active EE | $1,285 | $11,906-89.2% | $31,802-96.0% | $13,763-90.7% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |