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 |
|---|---|---|
Service code 13 · EIN 22-6082349 | Contract Administrator | $120,000 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $87,210 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $52,086 |
COHEN & STEERS5+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $27,402 |
NORTHERN TRUST COMPANY4 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-1561860 | Investment Management | $23,067 |
PITTA LLP3 years Service code 29 · EIN 26-3852082 | Legal | $13,638 |
FITZSIMMONS ABRAMS, LLP2 years Filed as: FITZSIMMONS AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $11,235 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $8,305 |
SCHULTHEIS & PANETTIERI, LLP5+ years Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $7,562 |
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 | $3,370,408-100.0% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 16.21% | 20.24%-4.0pp | 16.32%-0.1pp | 53.27%-37.1pp |
| Employer contribution / active EE | $14,171 | $14,384-1.5% | $31,806-55.4% | $14,774-4.1% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |