Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY7+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $1,295,292 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $1,001,583 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $415,689 |
ROBERTS & HOLLAND7+ years Service code 29 · EIN 13-1833405 | Legal | $364,570 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS, LLC Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $309,599 |
BLITMAN & KING7+ years Service code 29 443 NORTH FRANKLIN STREET · SYRACUSE, NY 132045412 | Legal | $304,264 |
RIVERBRIDGE PARTNERS7+ years Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $252,029 |
SEI INVESTMENTS7+ years Filed as: COOKE & BIELER, LP Service code 28 · EIN 23-3082822 | Investment Management | $207,784 |
MERCER7+ years Filed as: MERCER HEALTH & BENEFITS ADM. LLC Service code 16 · EIN 34-2015463 4565 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $196,180 |
Filed as: PRUDENTIAL TRUST CO-QMA Service code 28 · EIN 23-6994310 | Investment Management | $173,396 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 5.25% | 8.76%-3.5pp | 8.41%-3.2pp | 8.76%-3.5pp |
| Employer contribution / active EE | $184,506 | $16,664+1007.2% | $41,333+346.4% | $16,664+1007.2% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |