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 COMPANY7+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $190,544 |
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 50 · EIN 65-1205077 | Direct Payment | $116,748 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $57,578 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA Service code 10 · EIN 47-0900880 | Accounting | $32,520 |
Filed as: BANCO POPULAR Service code 18 · EIN 66-0561870 | Custodial (other than securities); Di... | $9,026 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,597-100.0% | $344,859-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 36.4%-36.4pp | 23.5%-23.5pp | 44.5%-44.5pp |
| Annual return | 203.22% | -8.23%+211.4pp | -8.04%+211.3pp | -14.65%+217.9pp |
| Employer contribution / active EE | $23,609 | $39,719-40.6% | $29,691-20.5% | $46,321-49.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $388-100.0% | $388-100.0% | $14,582-100.0% |