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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2+ years Service code 11 · EIN 95-1503999 | Actuarial | $48,756 |
MORGAN & FRANZ2+ years Service code 13 · EIN 33-0383993 | Contract Administrator | $41,965 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $31,400 |
CITIZENS BANK2+ years Filed as: CITIZENS BUSINESS BANK Service code 28 · EIN 95-6806148 | Investment Management | $29,673 |
WEINBERG, ROGER & ROSENFELD2+ years Service code 29 · EIN 94-2458080 | Legal | $9,000 |
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 | $415,031-100.0% | $111,575-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | - |
| Annual return | 5.01% | 15.23%-10.2pp | 18.87%-13.9pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $19,828-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $262-100.0% | - |