Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 31-1975125 P.O. BOX 4092 · NEW YORK, NY 10261 | Actuarial | $25,741 |
Filed as: GRAPHIC MEDIA ALLIANCE (NEW NAME) Service code 14 · EIN 31-4284340 88 DORCHESTER SQ · WESTERVILLE, OH 43081 | Plan Administrator | $10,350 |
FISHER & PHILLIPS1+ years Filed as: FISHER PHILLIPS Service code 29 · EIN 58-0619559 200 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $8,316 |
HIRTH NORRIS & GARRISON, LLP1+ years Filed as: HIRTH, NORRIS & GARRISON, LLP Service code 10 · EIN 31-1158488 2425 OLD STRINGTOWN RD · GROVE CITY, OH 43123 | Accounting | $6,000 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $289,682-100.0% | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | - |
| Annual return | 30.78% | 43.80%-13.0pp | 18.06%+12.7pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $30,411-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $40-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $1,675-100.0% | - |