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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $155,700 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $30,716 |
BENESYS, INC.1 year Filed as: BENESYS Service code 14 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Plan Administrator | $22,314 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $19,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 12.71% | 12.03%+0.7pp | 12.93%-0.2pp | 13.59%-0.9pp |
| Employer contribution / active EE | $28,723 | $19,417+47.9% | $35,210-18.4% | $14,592+96.8% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |