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 COMPANY, INC. Service code 11 · EIN 13-1975125 | Actuarial | $45,409 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 27-2217293 | Investment Management | $22,562 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LN STRAT OPPOR 2015 GP LLC Service code 52 · EIN 23-2962336 | Indirect Investment Fees | $18,244 |
BANSLEY AND KIENER, LLP2+ years Service code 10 · EIN 36-2152389 | Accounting | $13,750 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,000 |
COMERICA BANK2+ years Service code 19 · EIN 36-6550487 | Securities Custodian | $9,305 |
PAYCHEX, INC.1 year Filed as: PAYCHEX MAJOR MARKETING SERVICES Service code 49 · EIN 16-1124166 | Other Services | $5,862 |
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 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 11.01% | 9.27%+1.7pp | 14.41%-3.4pp | 10.41%+0.6pp |
| Employer contribution / active EE | $34,268 | $15,826+116.5% | $45,283-24.3% | $14,691+133.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |