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 |
|---|---|---|
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 5525 NW FISHER CREEK DRIVE · CAMAS, WA 98607 | Investment Management | $225,609 |
AMERICAN REALTY ADVISORS3+ years Service code 28 · EIN 33-0123114 801 N. BRAND BLVD., SUITE 800 · GLENDALE, CA 91203 | Investment Management | $174,381 |
ANGELA ALVEY3+ years Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $130,612 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 16 · EIN 13-2646110 | Consulting | $116,123 |
Service code 29 · EIN 52-1958229 | Legal | $99,654 |
LOUIS PLUNG & COMPANY3+ years Filed as: LOUIS ROSE Service code 30 25 LOUISIANA AVE, NW · WASHINGTON, DC 20001 | Employee (plan) | $96,727 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 101 N. WACKER · CHICAGO, IL 60606 | Actuarial | $87,744 |
REINHART BOERNER VAN DEUREN S.C.3+ years Filed as: REINHART, BOERNER, VAN DEUREN, SC Service code 29 · EIN 39-1126909 1000 NORTH WATER STREET · MILWAUKEE, WI 53201 | Legal | $86,244 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 99 · EIN 23-2182019 | Other Fees | $62,980 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Accounting | $56,536 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $261,924-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 0.0%0pp |
| Annual return | 5.01% | 33.37%-28.4pp | -2.99%+8.0pp | 33.37%-28.4pp |
| Employer contribution / active EE | $6,706 | $11,253-40.4% | $41,623-83.9% | $11,253-40.4% |
| Participant deferral / active EE | $0 | $819-100.0% | $35-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $38,841-100.0% | $99,113-100.0% |