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 year Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 11 · EIN 13-1835864 | Actuarial | $74,970 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $20,549 |
TPA CORPORATION1 year Service code 15 · EIN 13-3329882 | Recordkeeping | $12,154 |
QUAN-VEST CONSULTANTS, INC.8+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 | Advisory (Plan) | $10,270 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $8,568 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -13.89% | 2.77%-16.7pp | -10.12%-3.8pp | 2.77%-16.7pp |
| Employer contribution / active EE | $1,901 | $15,262-87.5% | $47,166-96.0% | $15,262-87.5% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |