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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC ADVISORS, INC. Service code 13 · EIN 16-1450952 | Contract Administrator | $99,240 |
Filed as: REINHART BORNER VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $37,803 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $35,735 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $23,333 |
THE SEGAL COMPANY4 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services | $18,000 |
RUBINBROWN LLP4 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $14,300 |
HAMMOND AND SHINNERS, P.C.4 years Service code 29 · EIN 43-1429257 | Legal | $7,601 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 51 1270 SOLIDIERS FIELD ROAD · BRIGHTON, MA 02135 | Investment Mgmt Fees | $5,541 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 6.67% | 17.72%-11.1pp | 148.65%-142.0pp | 9.30%-2.6pp |
| Employer contribution / active EE | $1,157 | $3,186-63.7% | $26,844-95.7% | $12,551-90.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |