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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $75,216 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 14 · EIN 52-1590516 | Plan Administrator | $62,489 |
NEEDLES & ASSOCIATES, LLC10+ years Service code 10 · EIN 51-0435869 | Accounting | $36,429 |
US BANK10+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $21,379 |
SPENCER FANE LLP8 years Filed as: SPENCER FANE, LLP Service code 29 · EIN 44-0561981 | Legal | $8,440 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 4.26% | 8.62%-4.4pp | 8.99%-4.7pp | 10.52%-6.3pp |
| Employer contribution / active EE | $2,151 | $14,400-85.1% | $25,171-91.5% | $15,140-85.8% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |