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 COMPANY7+ years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $70,507 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $44,687 |
COHEN & STEERS7+ years Filed as: COHEN, WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $44,107 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $24,567 |
COLUMBIA7+ years Filed as: COLUMBIA MGMT INV ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $24,311 |
TPA CORPORATION7+ years Filed as: TPA COMPUTER CORPORATION Service code 15 · EIN 13-3329882 | Recordkeeping | $23,525 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,563 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $1,472,696-100.0% | $202,277-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 30.0%-30.0pp | 0.7%-0.7pp |
| Annual return | 15.08% | 13.24%+1.8pp | 8.88%+6.2pp | 13.24%+1.8pp |
| Employer contribution / active EE | $3,432 | $14,616-76.5% | $42,607-91.9% | $14,616-76.5% |
| Participant deferral / active EE | $0 | $830-100.0% | $94-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,086-100.0% | $4,137-100.0% |