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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 95-1503999 | Actuarial | $144,992 |
DANA INVESTMENT ADVISORS1+ years Filed as: DANA GONZALEZ Service code 30 · EIN 95-2238031 | Employee (plan) | $99,420 |
LORENA GONZALEZ1+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $84,997 |
MIRNA VILLEGAS1+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $82,245 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $67,330 |
GILBERT & SACKMAN1+ years Service code 29 · EIN 95-2906951 | Legal | $59,029 |
SELLWOOD CONSULTING LLC1+ years Filed as: SELLWOOD CONSULTING Service code 17 · EIN 80-0827237 | Pension Consulting | $40,300 |
COMERICA BANK1+ years Service code 15 · EIN 42-1741646 | Recordkeeping | $37,089 |
BLANCA GONZALEZ1+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $31,904 |
IQ PLUS1+ years Service code 15 · EIN 95-2294751 | Recordkeeping | $11,400 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $16,905-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 16.7%-16.7pp | 1.8%-1.8pp |
| Annual return | -0.94% | 7.18%-8.1pp | 2.70%-3.6pp | 7.18%-8.1pp |
| Employer contribution / active EE | $12,400 | $13,095-5.3% | $23,479-47.2% | $13,095-5.3% |
| Participant deferral / active EE | $0 | $385-100.0% | $1,103-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $724-100.0% | $362-100.0% |