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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $17,000 |
PENDO ADVISORS3 years Service code 10 · EIN 26-4836192 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,344 | $93,589-94.3% | $135,942-96.1% | $75,181-92.9% |
| Participation rate | 71.9% | 75.2%-3.3pp | 81.9%-10.0pp | 67.2%+4.7pp |
| Annual return | -2.16% | 30.90%-33.1pp | 68.28%-70.4pp | 160.69%-162.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $254 | $6,977-96.4% | $10,764-97.6% | $5,650-95.5% |