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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $53,000 |
FINDLEY6 years Filed as: FINDLEY INC. Service code 17 475 N MARTINGDALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $42,052 |
FISCHER DORWART, P.C.9+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $11,600 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Pension Consulting | $10,461 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | -89.58% | 3.70%-93.3pp | 7.69%-97.3pp | 24.44%-114.0pp |
| Employer contribution / active EE | $0 | $38,258-100.0% | $28,501-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,013-100.0% |