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 COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $231,438 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 101 N WACKER DRIVE, SUITE 500 · CHICAGO, IL 60606 | Actuarial | $124,426 |
AMERICAN REALTY ADVISORS4+ years Service code 28 801 NORTH BRAND BLVD · GLENDALE, CA 91203 | Investment Management | $106,971 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CO Service code 19 · EIN 36-1561860 50 S. LASALLE STREET · CHICAGO, IL 60603 | Securities Custodian | $60,725 |
Service code 29 · EIN 36-2744057 200 W ADAMS ST, SUITE 2200 · CHICAGO, IL 60606 | Legal | $56,747 |
GROUP ADMINISTRATORS, LTD.3 years Service code 13 · EIN 36-3381052 | Contract Administrator | $52,536 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900800 566 W LAKE STREET, SUITE 300 · CHICAGO, IL 60661 | Accounting | $51,397 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 0.92% | 33.70%-32.8pp | 14.64%-13.7pp | 53.27%-52.3pp |
| Employer contribution / active EE | $11,445 | $14,473-20.9% | $41,831-72.6% | $14,774-22.5% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |