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 COMPANY1+ years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-1835864 | Advisory (Plan) | $38,000 |
SPIVAK LIPTON LLP1+ years Service code 29 · EIN 13-2841050 | Legal | $33,267 |
KMR LLP1+ years Service code 10 · EIN 27-3959222 | Accounting | $29,460 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $24,408 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,768 | $71,802+107.2% | $133,975+11.0% | $57,658+158.0% |
| Participation rate | 89.7% | 85.5%+4.2pp | 87.1%+2.6pp | 70.2%+19.5pp |
| Annual return | 9.23% | 13.51%-4.3pp | 29.29%-20.1pp | 5.13%+4.1pp |
| Employer contribution / active EE | $6,458 | $3,161+104.3% | $5,211+23.9% | $1,974+227.2% |
| Participant deferral / active EE | $22 | $4,606-99.5% | $6,282-99.7% | $3,061-99.3% |
| Admin fee / account holder | $316 | $88+260.1% | $9,324-96.6% | $95+233.9% |