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 COMPANY4 years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $105,000 |
REID & RIEGE, P.C.7 years Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $64,956 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1928058 | Actuarial | $63,493 |
EMPLOYEE K7 years Filed as: EMPLOYEE X Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $44,853 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $43,752 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $43,560 |
Filed as: ENTRUST GLOBAL PARTNERS OFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $39,715 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $29,095 |
EMPLOYEE K7 years Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $26,905 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1520348 | Securities Custodian | $21,040 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.58% | 11.08%-0.5pp | 8.10%+2.5pp | 8.76%+1.8pp |
| Employer contribution / active EE | $23,466 | $13,910+68.7% | $28,665-18.1% | $16,650+40.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |