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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $58,000 |
FINDLEY3 years Filed as: FINDLEY INC. Service code 17 475 N MARTINGDALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $20,304 |
FISCHER DORWART, P.C.6+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $11,025 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Pension Consulting | $9,941 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 6.54% | 9.93%-3.4pp | -2.84%+9.4pp | 9.29%-2.7pp |
| Employer contribution / active EE | $34,452 | $11,565+197.9% | $33,329+3.4% | $15,168+127.1% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |