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 |
|---|---|---|
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $53,751 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN CORE REALTY FUND LLC Service code 28 · EIN 95-4871432 | Investment Management | $41,479 |
INCOME RESEARCH & MANAGEMENT2+ years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $33,666 |
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-1733361 | Investment Management | $32,596 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 27-0103372 | Investment Management | $26,569 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-0413995 | Actuarial | $10,040 |
ADP BROKER-DEALER2+ years Filed as: AUTOMATIC DATA PROCESSING Service code 15 | Recordkeeping | $7,157 |
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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 7.76% | 10.88%-3.1pp | 9.39%-1.6pp | 13.95%-6.2pp |
| Employer contribution / active EE | $15,044 | $18,458-18.5% | $33,466-55.0% | $16,598-9.4% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |