Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 14-1835864 | Actuarial | $141,380 |
WEDGE CAPITAL MANAGEMENT5 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $117,316 |
WARD FISHER & COMPANY10+ years Filed as: WARD, FISHER AND COMPANY, LLP Service code 10 · EIN 05-0234540 | Accounting | $94,925 |
L.PORRECA10+ years Service code 35 · EIN 05-6049538 | Direct payment from the plan; Employe... | $69,974 |
RODIO & URSILLO10+ years Filed as: RODIO AND URSILLO, LTD Service code 29 · EIN 05-0398359 | Legal | $61,280 |
BRANDES INVESTMENT PARTNERS10+ years Filed as: BRANDES INVESTMENT PARTNERS LLC Service code 51 · EIN 33-0704072 | Investment Mgmt Fees | $57,065 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INVESTMENT ADVISER, INC. Service code 28 · EIN 13-5673135 | Investment Management | $49,540 |
ZENITH AMERICAN SOLUTIONS8 years Service code 14 8 FAIRFIELD BLVD., STE. 105 · WALLINGFORD, CT 06492 | Plan Administrator | $48,500 |
GCM GROSVENOR1 year Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 36-3795985 | Investment Management | $43,079 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $40,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 5.54% | 8.62%-3.1pp | 8.99%-3.4pp | 10.52%-5.0pp |
| Employer contribution / active EE | $9,888 | $14,400-31.3% | $25,171-60.7% | $15,140-34.7% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |