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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC ADVISORS, INC. Service code 13 · EIN 16-1450952 | Contract Administrator | $133,458 |
Filed as: REINHART BORNER VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $65,081 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $45,764 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
RUBINBROWN LLP2 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $12,800 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services | $9,099 |
HAMMOND AND SHINNERS, P.C.2 years Service code 29 · EIN 43-1429257 | Legal | $8,551 |
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Annual investment return 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 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -21.03% | -14.77%-6.3pp | 7.07%-28.1pp | 23.41%-44.4pp |
| Employer contribution / active EE | $1,581 | $4,290-63.1% | $34,847-95.5% | $12,650-87.5% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |