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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $27,000 |
FINDLEY3 years Filed as: FINDLEY, INC. Service code 17 475 N. MARTINGALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $11,600 |
FISCHER DORWART, P.C.6+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $11,025 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 9.50% | 9.18%+0.3pp | 380.66%-371.2pp | 9.29%+0.2pp |
| Employer contribution / active EE | $20,697 | $20,046+3.2% | $45,083-54.1% | $15,168+36.5% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |