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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,953 | $60,124-66.8% | $90,404-77.9% | $79,858-75.0% |
| Participation rate | 81.2% | 65.0%+16.2pp | 72.7%+8.5pp | 69.6%+11.5pp |
| Annual return | 6.21% | 71.94%-65.7pp | 1293.02%-1286.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $285 | $2,068-86.2% | $3,262-91.3% | $2,471-88.5% |
| Participant deferral / active EE | $2,726 | $2,938-7.2% | $3,963-31.2% | $3,740-27.1% |
| Admin fee / account holder | $351 | $3,976-91.2% | $5,611-93.7% | $5,306-93.4% |