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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $27,000 |
FINDLEY4 years Filed as: FINDLEY, INC. Service code 17 475 N. MARTINGALE RD, 900 · SCHAUMBURG, IL 60173 | Pension Consulting | $11,600 |
FISCHER DORWART, P.C.7+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $11,475 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | -1.59% | 9.94%-11.5pp | 9.78%-11.4pp | 9.30%-10.9pp |
| Employer contribution / active EE | $0 | $49,417-100.0% | $46,882-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |