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 |
|---|---|---|
LISA CERBES7+ years Service code 30 · EIN 16-6114794 | Employee (plan) | $133,668 |
SEGALL BRYANT & HAMILL2 years Filed as: SEGALL BRYANT HAMILL Service code 28 · EIN 35-2679129 | Investment Management | $90,163 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $48,100 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $45,811 |
Service code 29 · EIN 52-1403822 | Legal | $45,637 |
AMALGAMATED BANK7+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $15,068 |
MR. MICROCHIP7+ years Service code 15 · EIN 59-3084068 | Recordkeeping | $10,097 |
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 | $444,552-100.0% | $490,804-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 3.7%-3.7pp |
| Annual return | 12.68% | 14.11%-1.4pp | 14.84%-2.2pp | 15.63%-3.0pp |
| Employer contribution / active EE | $3,042 | $13,673-77.8% | $37,950-92.0% | $11,476-73.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $127-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1-100.0% | $429-100.0% |