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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 95-1503999 | Actuarial | $175,764 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $136,750 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE 1 Service code 30 · EIN 95-2238031 | Employee (plan) | $114,006 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE 2 Service code 30 · EIN 95-2238031 | Employee (plan) | $92,977 |
SELLWOOD CONSULTING LLC8 years Service code 27 · EIN 80-0827237 | Advisory (Plan) | $56,700 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $43,338 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $39,660 |
ADVANCED COMPUTER CARE4 years Service code 99 · EIN 71-0937865 | Other Fees | $27,083 |
RETIREE1 year Service code 30 · EIN 95-2238031 | Employee (plan) | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 0.0%0pp | 2.9%-2.9pp |
| Annual return | 87.00% | 8.39%+78.6pp | 5.39%+81.6pp | 8.39%+78.6pp |
| Employer contribution / active EE | $11,361 | $18,340-38.1% | $18,326-38.0% | $18,340-38.1% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $0 | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |