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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $47,949 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 17 · EIN 26-0058143 | Pension Consulting | $9,487 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $8,682 |
FISCHER DORWART, P.C.1+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $8,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | 3.09% | -1.73%+4.8pp | -3.43%+6.5pp | -7.14%+10.2pp |
| Employer contribution / active EE | $35,650 | $18,310+94.7% | $25,607+39.2% | $14,613+144.0% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |