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: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $89,264 |
BENESYS, INC.3+ years Service code 10 · EIN 38-2383171 | Accounting | $87,181 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $84,626 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $70,383 |
PNC BANK, N.A.3+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $56,052 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 | Investment Management | $55,587 |
DIMENSIONAL FUND ADVISORS3+ years Service code 28 · EIN 23-6819730 | Investment Management | $50,501 |
WATKINS ROSS3+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $37,385 |
KOTZ, SANGSTER, WYSOCKI PC3+ years Service code 29 · EIN 38-2868807 | Legal | $35,685 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $19,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 12.84% | 10.98%+1.9pp | 10.53%+2.3pp | 10.41%+2.4pp |
| Employer contribution / active EE | $1,704 | $15,231-88.8% | $29,360-94.2% | $14,691-88.4% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |