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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $111,446 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $50,408 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $26,000 |
BENESYS, INC.5 years Filed as: BENESYS Service code 14 7130 COLUMBIA GATEWAY DR A · COLUMBIA, MD 21046 | Plan Administrator | $21,760 |
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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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 15.9%-15.9pp | 12.4%-12.4pp |
| Annual return | 8.93% | 8.88%+0.1pp | 9.36%-0.4pp | 9.89%-1.0pp |
| Employer contribution / active EE | $41,860 | $15,976+162.0% | $31,270+33.9% | $14,313+192.5% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |