Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $249,772 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $191,044 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $65,553 |
ARMSTRONG TEASDALE6+ years Filed as: ARMSTRONG TEASDALE LLP Service code 29 · EIN 43-0685392 | Legal | $38,357 |
CLARK, SCHAEFER, HACKETT & CO.6+ years Service code 10 · EIN 31-0800053 | Accounting | $25,250 |
STATE STREET GLOBAL ADVISORS6+ years Service code 28 · EIN 04-1867445 | Investment Management | $22,543 |
Service code 16 · EIN 53-0181291 | Consulting | $18,500 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 21 · EIN 01-0233346 | Bank Trustee | $6,617 |
FOREST PRINTING COMPANY1 year Service code 49 7214 W. MADISON ST. · FOREST PARK, IL 60130 | Other Services | $5,131 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 24.44% | 5.54%+18.9pp | 8.92%+15.5pp | 8.76%+15.7pp |
| Employer contribution / active EE | $0 | $6,639-100.0% | $24,457-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $35 | $467-92.5% | $14+142.5% | $948-96.3% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |