Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Service code 11 · EIN 13-1975125 | Actuarial | $184,793 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $178,444 |
MILLIMAN, INC.2+ years Service code 17 · EIN 91-0675641 | Pension Consulting | $143,757 |
SCHULTE ROTH & ZABEL LLP2+ years Service code 29 · EIN 13-2633996 | Legal | $111,952 |
SLEVIN & HART, P.C.2+ years Service code 29 · EIN 52-1708613 | Legal | $82,338 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $50,000 |
SOMMERS AND FAHRENBACH, INC2+ years Filed as: SOMMERS AND FAHRENBACH Service code 36 · EIN 36-1796440 | Copying and duplicating | $35,983 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $23,500 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $8,434 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $65,170-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.3%-29.3pp | 1.5%-1.5pp |
| Annual return | -25.61% | -14.77%-10.8pp | 7.07%-32.7pp | 23.41%-49.0pp |
| Employer contribution / active EE | $2,055 | $4,290-52.1% | $34,847-94.1% | $12,650-83.8% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $51-100.0% | $14,884-100.0% |