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 COMPANY2+ years Service code 11 · EIN 94-1503999 100 MONTGOMERY STREET, SUITE 500 · SAN FRANCISCO, CA 941044308 | Actuarial | $72,710 |
BENEFIT ADMINISTRATION, INC.2+ years Filed as: BENEFIT ADMINISTRATION CORP Service code 13 · EIN 94-1646941 955 N STREET · FRESNO, CA 937212216 | Contract Administrator | $56,860 |
VERUS2+ years Service code 27 · EIN 91-1320111 999 THIRD AVE., SUITE 4200 · SEATTLE, WA 98104 | Advisory (Plan) | $55,000 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 52 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Indirect Investment Fees | $19,222 |
US BANK2+ years Service code 19 · EIN 31-0841368 211 S. FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $16,135 |
KRAW LAW GROUP2+ years Filed as: KRAW AND KRAW Service code 29 · EIN 77-0171216 605 ELLIS STREET, SUITE 200 · MOUNTAIN VIEW, CA 94043 | Legal | $14,639 |
BERNARD KOTKIN & COMPANY LLP2+ years Service code 10 · EIN 95-2556670 533 S. FREMONT AVE., SUITE 802 · LOS ANGELES, CA 90017 | Accounting | $7,293 |
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 | $49,677-100.0% | $176,816-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.2%-39.2pp | 3.6%-3.6pp |
| Annual return | 5.11% | 11.88%-6.8pp | 2.89%+2.2pp | 11.88%-6.8pp |
| Employer contribution / active EE | $4,900 | $14,612-66.5% | $39,831-87.7% | $14,612-66.5% |
| Participant deferral / active EE | $0 | $518-100.0% | $99-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $478-100.0% | $637-100.0% |