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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 95-1503999 | Actuarial | $165,326 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 | Legal | $91,050 |
LORENA GONZALEZ2+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $89,132 |
MIRNA VILLEGAS2+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $72,794 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $65,630 |
SELLWOOD CONSULTING LLC2+ years Filed as: SELLWOOD CONSULTING Service code 17 · EIN 80-0827237 | Pension Consulting | $41,509 |
COMERICA BANK2+ years Service code 15 · EIN 42-1741646 | Recordkeeping | $37,054 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $16,962 |
IQ PLUS2+ years Service code 15 · EIN 95-2294751 | Recordkeeping | $12,988 |
Service code 53 · EIN 36-1436000 | Insurance Commissions | $0 |
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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 | $44,091-100.0% | $15,990-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 20.0%-20.0pp | 4.5%-4.5pp |
| Annual return | 7.42% | 13.95%-6.5pp | 8.74%-1.3pp | 13.95%-6.5pp |
| Employer contribution / active EE | $5,394 | $16,598-67.5% | $19,869-72.9% | $16,598-67.5% |
| Participant deferral / active EE | $0 | $511-100.0% | $0 | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $627-100.0% | $612-100.0% |