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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $93,143 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $36,397 |
SEI INVESTMENTS6+ years Filed as: SEI TRUST COMPANY (INTECH) Service code 28 · EIN 01-0614895 | Investment Management | $36,052 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 | Legal | $26,127 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,277 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $6,119 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 04-6799863 | Investment Management | $5,147 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 12.31% | 6.41%+5.9pp | 8.01%+4.3pp | 11.45%+0.9pp |
| Employer contribution / active EE | $1,318 | $11,592-88.6% | $29,475-95.5% | $17,219-92.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |