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 COMPANY3+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $70,454 |
FRANKLIN TEMPLETON3+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $66,553 |
Service code 29 · EIN 95-2077781 | Legal | $49,240 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $47,959 |
RVK, INC.3+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $30,000 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $13,449 |
TRANSOMATIC CORPORATION2 years Service code 15 · EIN 54-2103755 | Recordkeeping | $6,725 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $451,207-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 35.0%-35.0pp | 4.5%-4.5pp |
| Annual return | 7.56% | 13.95%-6.4pp | 8.77%-1.2pp | 13.95%-6.4pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $36,356-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $68-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $3,635-100.0% | $612-100.0% |