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 COMPANY8+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $85,079 |
Service code 29 · EIN 95-2077781 | Legal | $47,304 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $44,005 |
RVK, INC.8+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $36,129 |
TRANSOMATIC CORPORATION7 years Service code 15 · EIN 54-2103755 | Recordkeeping | $14,728 |
ISSI7 years Service code 15 · EIN 23-2182079 | Recordkeeping | $12,337 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $11,202 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $218,366-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 40.0%-40.0pp | 5.6%-5.6pp |
| Annual return | -14.09% | 39.77%-53.9pp | -9.12%-5.0pp | 39.77%-53.9pp |
| Employer contribution / active EE | $31 | $19,959-99.8% | $36,696-99.9% | $19,959-99.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $72-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $3,602-100.0% | $62-100.0% |