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 |
|---|---|---|
WRIGHT INVESTORS SERVICE8+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-0700978 | Investment Management | $109,075 |
Service code 28 485 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $86,456 |
Filed as: PRUDENTIAL FINANCIAL Service code 12 · EIN 06-1050034 | Direct payment from the plan; Claims ... | $79,712 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1928058 | Actuarial | $68,643 |
BRESCIAS PRINTING SERVICE4 years Filed as: BRESCIA PRINTING SERVICES Service code 13 · EIN 06-1188287 | Contract Administrator | $50,259 |
WEBSTER BANK8+ years Service code 18 · EIN 06-0273620 | Custodial (securities); Custodial (ot... | $49,104 |
RIVER AND MERCANTILE LLC5 years Filed as: RIVER AND MERCANTILE ASSET MGMT Service code 28 · EIN 32-0400644 | Investment Management | $30,000 |
REID & RIEGE, P.C.5 years Filed as: REID & REIGE, P.C. Service code 29 · EIN 06-0867204 | Legal | $26,866 |
BMO HARRIS BANK NA5 years Filed as: BMO ASSET MANAGEMENT CO. Service code 28 · EIN 36-3673844 | Investment Management | $26,201 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $11,951 |
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.
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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -15.01% | -6.78%-8.2pp | -5.84%-9.2pp | 39.77%-54.8pp |
| Employer contribution / active EE | $9,301 | $13,335-30.2% | $31,839-70.8% | $19,959-53.4% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |