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 COMPANY5 years Service code 11 · EIN 13-1975125 | Actuarial | $42,814 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $33,500 |
JOHNSON & KROL, LLC9+ years Service code 29 · EIN 36-4342024 | Legal | $10,641 |
COMERICA BANK9+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $10,000 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $8,250 |
Filed as: WASHINGTON CAPITAL Service code 28 1200 SIXTH AVENUE, SUIT 700 · SEATTLE, WA 98101 | Investment Management | $7,140 |
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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 12.31% | 146.80%-134.5pp | 20.18%-7.9pp | 22.81%-10.5pp |
| Employer contribution / active EE | $3,274 | $13,016-74.8% | $29,108-88.8% | $18,290-82.1% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |