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 |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $299,060 |
WITHUMSMITH+BROWN, PC5 years Service code 10 · EIN 22-2027092 | Accounting | $95,000 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1928058 | Actuarial | $67,395 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $65,693 |
SCHULTHEIS & PANETTIERI, LLP5 years Service code 10 · EIN 13-1577780 | Accounting | $64,444 |
LOOMIS SAYLES2 years Service code 28 · EIN 20-8080381 | Investment Management | $28,838 |
SLEVIN & HART, P.C.6 years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $22,179 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $17,719 |
Filed as: H&H GRAPHICS, INC. Service code 36 · EIN 06-1648637 | Direct payment from the plan; Copying... | $16,611 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JPM CHASE BANK Service code 49 · EIN 13-4994650 | Other Services | $14,722 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer 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 | $2,456,633-100.0% | $104,068-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 52.6%-52.6pp | 1.5%-1.5pp |
| Annual return | -14.18% | 23.41%-37.6pp | -10.12%-4.1pp | 23.41%-37.6pp |
| Employer contribution / active EE | $2,149 | $12,650-83.0% | $47,166-95.4% | $12,650-83.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $492-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,025-100.0% | $14,884-100.0% |