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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Service code 11 · EIN 95-1503999 | Actuarial | $39,495 |
MORGAN & FRANZ5+ years Service code 13 · EIN 33-0383993 | Contract Administrator | $38,174 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $33,700 |
CITIZENS BANK5+ years Filed as: CITIZENS BUSINESS BANK Service code 28 · EIN 95-6806148 | Investment Management | $30,034 |
WEINBERG, ROGER & ROSENFELD5+ years Service code 29 · EIN 94-2458080 | Legal | $9,069 |
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 | $204,001-100.0% | $204,001-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 35.7%-35.7pp | 9.4%-9.4pp | 47.4%-47.4pp |
| Annual return | 14.81% | -238.73%+253.5pp | -100.31%+115.1pp | 12.16%+2.7pp |
| Employer contribution / active EE | $0 | $30,640-100.0% | $18,686-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $1,604-100.0% | $1,604-100.0% | $17,640-100.0% |