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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
REAMS ASSET MANAGEMENT1+ years Service code 28 · EIN 43-1925734 | Investment Management | $24,564 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $22,080 |
NEEDLES & ASSOCIATES, LLC1+ years Service code 10 · EIN 51-0435869 | Accounting | $18,948 |
HANCOCK WHITNEY BANK1+ years Filed as: WHITNEY BANK Service code 19 · EIN 64-0169065 | Securities Custodian | $8,682 |
Filed as: ROBEIN, URANN, SPENCER, PICARD & CA Service code 29 · EIN 77-0999672 | Legal | $7,584 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,358 | $75,760-91.6% | $123,106-94.8% | $59,188-89.3% |
| Participation rate | 99.5% | 86.0%+13.5pp | 86.8%+12.7pp | 69.4%+30.1pp |
| Annual return | -0.05% | 2.93%-3.0pp | 13.22%-13.3pp | 5.51%-5.6pp |
| Employer contribution / active EE | $497 | $3,415-85.5% | $5,151-90.4% | $2,098-76.3% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $54 | $61-10.6% | $9,015-99.4% | $92-41.1% |