Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASB CAPITAL MANAGEMENT3+ years Service code 51 · EIN 52-6257033 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Investment Mgmt Fees | $405,580 |
STATE STREET GLOBAL ADVISORS3+ years Service code 51 · EIN 81-4017137 ONE LINCOLN CENTER · BOSTON, MA 021112900 | Investment Mgmt Fees | $298,024 |
ULLICO3+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 51 · EIN 13-1423090 8403 COLEVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $188,205 |
LSV ASSET MANAGEMENT2 years Service code 51 · EIN 23-2772200 525 WASHINGTON BLVD., SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $185,561 |
Filed as: GMO BENCHMARK FREE FUND CLASS III Service code 28 · EIN 45-2174907 40 ROWES WHARF · BOSTON, MA 02110 | Investment Management | $158,324 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 30 WATERSIDE DRIVE, SUITE 300 · FARMINGTON, CT 06032 | Actuarial | $131,657 |
ROBERT CHEVERIE3+ years Filed as: ROBERT M. CHEVERIE Service code 29 · EIN 06-1335139 333 EAST RIVE DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $109,624 |
GOODWIN CAPITAL ADVISORS3+ years Service code 51 · EIN 13-5155720 ONE AMERICAN ROW · HARTFORD, CT 06102 | Investment Mgmt Fees | $103,317 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $97,842 |
DIANE FITZBERGER3+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $68,067 |
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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -4.24% | 2.02%-6.3pp | -752.26%+748.0pp | 33.37%-37.6pp |
| Employer contribution / active EE | $8,931 | $12,422-28.1% | $31,802-71.9% | $11,253-20.6% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |