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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH ADMINISTRATORS Service code 13 · EIN 52-1590516 2001 NORTH MAYFAIR RD. · MILWAUKEE, WI 53226 | Contract Administrator | $85,140 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO. Service code 11 · EIN 13-1975125 101 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Actuarial | $58,453 |
GREGORIO MARCO1+ years Filed as: GREGORIO & ASSOCIATES Service code 29 · EIN 36-4028033 2 NORTH LASALLE STREET · CHICAGO, IL 60602 | Legal | $25,378 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 1300 EAST NINTH ST. STE 1900 · CLEVELAND, OH 441141583 | Advisory (Plan) | $25,000 |
CALIBRE CPA GROUP PLLC1+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 566 W. LAKE STREET · CHICAGO, IL 606611414 | Accounting | $21,295 |
AMERICAN REALTY ADVISORS1+ years Service code 19 · EIN 33-0123114 801 NORTH BRAND BLVD, STE 800 · GLENDALE, CA 91203 | Securities Custodian | $17,343 |
NORTHERN TRUST COMPANY1+ years Service code 19 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $11,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | 1.23% | -1.13%+2.4pp | -0.81%+2.0pp | 2.81%-1.6pp |
| Employer contribution / active EE | $22,067 | $14,981+47.3% | $38,425-42.6% | $16,358+34.9% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |