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: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $25,000 |
SAVASTA AND COMPANY, INC.6+ years Service code 11 · EIN 13-3879959 | Actuarial | $20,000 |
Service code 28 · EIN 26-1889409 | Investment Management | $19,493 |
ROBERT H. BOGUCKI, P.C.6+ years Service code 29 · EIN 13-3397205 | Legal | $12,000 |
BARBARA GILL5 years Filed as: BARBARA LANTON Service code 10 1743 JAMES STREET · MERRICK, NY 11566 | Accounting | $6,534 |
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.
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 | $142,100-100.0% | $353,945-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 2.07% | 9.86%-7.8pp | 10.57%-8.5pp | 259.17%-257.1pp |
| Employer contribution / active EE | $0 | $37,630-100.0% | $29,483-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,502-100.0% |