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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EPIC ADVISORS, INC. Service code 13 · EIN 16-1450952 | Contract Administrator | $94,483 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (MIDWEST), INC. Service code 11 · EIN 13-1975125 | Actuarial | $66,506 |
Filed as: REINHART BORNER VAN DEUREN S.C. Service code 29 · EIN 39-1126909 | Legal | $29,037 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $15,000 |
RUBINBROWN LLP3 years Filed as: RUBINBROWN, LLP Service code 10 · EIN 43-0765316 | Accounting | $12,500 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 46-0619194 | Insurance services | $12,272 |
HAMMOND AND SHINNERS, P.C.3 years Service code 29 · EIN 43-1429257 | Legal | $8,364 |
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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 | $13,363-100.0% | $202,297-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.5%-52.5pp | 2.2%-2.2pp |
| Annual return | 6.90% | 8.44%-1.5pp | 14.21%-7.3pp | 9.11%-2.2pp |
| Employer contribution / active EE | $1,343 | $3,337-59.8% | $29,446-95.4% | $12,231-89.0% |
| Participant deferral / active EE | $0 | $0 | $125-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $7,524-100.0% | $125-100.0% |