Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $21,137 |
FISCHER DORWART, P.C.1+ years Filed as: FISCHER CUNNANE & ASSOCIATES LTD Service code 10 · EIN 23-3060583 | Accounting | $8,200 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $2,915 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 17 · EIN 26-0058143 | Pension Consulting | $2,727 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -0.30% | -1.30%+1.0pp | -1.68%+1.4pp | -7.14%+6.8pp |
| Employer contribution / active EE | $75,452 | $17,978+319.7% | $44,959+67.8% | $14,613+416.3% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |