Filed October 15, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $58,579 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$40,532 |
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 | $107,199 | $51,447+108.4% | $104,614+2.5% | $73,412+46.0% |
| Participation rate | 99.5% | 68.2%+31.3pp | 74.1%+25.4pp | 72.2%+27.3pp |
| Annual return | 13.28% | 25.06%-11.8pp | 340.56%-327.3pp | 59.30%-46.0pp |
| Employer contribution / active EE | $3,952 | $1,441+174.3% | $2,681+47.4% | $2,234+76.9% |
| Participant deferral / active EE | $5,406 | $3,058+76.8% | $3,739+44.6% | $3,806+42.0% |
| Admin fee / account holder | $64 | $122-47.7% | $6,464-99.0% | $158-59.6% |