Filed October 15, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $46,850 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$114,489 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,301 | $35,366+118.6% | $90,655-14.7% | $75,289+2.7% |
| Participation rate | 92.8% | 57.3%+35.4pp | 74.0%+18.7pp | 72.4%+20.3pp |
| Annual return | -4.40% | -2.19%-2.2pp | 1.89%-6.3pp | -0.04%-4.4pp |
| Employer contribution / active EE | $2,920 | $916+218.7% | $2,532+15.3% | $2,405+21.4% |
| Participant deferral / active EE | $3,116 | $1,998+55.9% | $3,425-9.0% | $3,739-16.7% |
| Admin fee / account holder | $1 | $59-98.8% | $4,994-100.0% | $102-99.3% |