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 |
|---|---|---|
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $40,950 |
QUAD CITY BANK & TRUST10+ years Service code 19 · EIN 42-1410409 | Securities Custodian | $34,298 |
ROMOLO & ASSOCIATES6 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $27,730 |
LEE CPA AUDIT GROUP10+ years Filed as: RJ LEE & ASSOCIATES Service code 13 · EIN 84-4052574 | Contract Administrator | $26,833 |
INVESTMENT CONSULTANT GROUP, INC.10+ years Service code 16 · EIN 42-1358707 | Consulting | $26,000 |
C.S. MCKEE, L.P.3 years Filed as: C.S. MCKEE Service code 28 · EIN 84-3346426 | Investment Management | $11,914 |
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 | $24,265-100.0% | $82,130-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 11.2%-11.2pp |
| Annual return | 6.62% | 16.16%-9.5pp | 8.99%-2.4pp | 9.01%-2.4pp |
| Employer contribution / active EE | $15,999 | $9,873+62.0% | $25,171-36.4% | $12,866+24.3% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $1,134-100.0% | $4,785-100.0% |