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+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $107,273 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN O'HARA MILLS Service code 29 · EIN 11-2940050 1225 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Legal | $59,860 |
WILLIAM SHUZMAN PC1+ years Filed as: WILLIAM I. SHUZMAN PC Service code 29 · EIN 13-3386674 211 EAST 43RD ST · NEW YORK, NY 10017 | Legal | $59,860 |
GRASSI & CO1+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $49,969 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $115,244-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.0%0pp |
| Annual return | -5.05% | 1.36%-6.4pp | -1.61%-3.4pp | 1.67%-6.7pp |
| Employer contribution / active EE | $27,271 | $10,832+151.8% | $30,840-11.6% | $10,506+159.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $3,433-100.0% | $66,276-100.0% |