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 |
|---|---|---|
DICKINSON WRIGHT PLLC2+ years Filed as: DICKINSON GROUP INC Service code 14 · EIN 20-1241472 50 CHARLES LINDBERG BLVD · UNIONDALE, NY 11553 | Plan Administrator | $42,000 |
VOLK AND VALANE LLC1 year Service code 10 · EIN 20-5094634 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $10,800 |
Filed as: LEWIS CLIFTON & NICKOLADIS Service code 21 · EIN 01-0803844 350 WEST 31ST STREET · NEW YORK, NY 10001 | Bank Trustee | $3,825 |
THE SEGAL COMPANY1 year Service code 11 · EIN 06-0839113 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $2,471 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | 149.78% | 15.23%+134.5pp | 4.74%+145.0pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,089-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |