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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 95-1503999 | Actuarial | $107,994 |
LORENA GONZALEZ5+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $102,730 |
MIRNA VILLEGAS5+ years Service code 30 · EIN 95-2238031 | Employee (plan) | $89,619 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $63,370 |
SELLWOOD CONSULTING LLC3 years Service code 27 · EIN 80-0827237 | Advisory (Plan) | $45,358 |
GILBERT & SACKMAN5+ years Service code 29 · EIN 95-2906951 | Legal | $42,881 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $36,317 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $11,254 |
IQ PLUS5+ years Service code 15 · EIN 95-2294751 | Recordkeeping | $11,050 |
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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 | $409,661-100.0% | - | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 0.0%0pp | 1.7%-1.7pp |
| Annual return | -6.41% | 627.08%-633.5pp | 6.53%-12.9pp | 627.08%-633.5pp |
| Employer contribution / active EE | $6,603 | $18,824-64.9% | $36,884-82.1% | $18,824-64.9% |
| Participant deferral / active EE | $0 | $418-100.0% | $0 | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | - | $1,923-100.0% |