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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 270 PARK AVENUE 7TH FLOOR · NEW YORK, NY 10017 | Discretionary Trustee | $108,063 |
LOOMIS SAYLES10+ years Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $84,578 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN Service code 13 · EIN 52-1590516 P.O. BOX 5817 · WALLINGFORD, CT 06492 | Contract Administrator | $58,884 |
ROBERT CHEVERIE10+ years Filed as: ROBERT CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $56,400 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Mgmt Fees | $47,672 |
SUMMIT FINANCIAL CORPORATION6 years Filed as: SUMMIT ACTUARIAL SERVICES LLC Service code 11 11 RACQUET ROAD · NEWBURGH, NY 12250 | Actuarial | $47,500 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 116 HUNTINGTON AVE, 8TH FLOOR · BOSTON, MA 02116 | Actuarial | $30,000 |
THE SEGAL COMPANY8 years Filed as: SEGAL SELECT INSURANCE SERVICE, INC Service code 53 · EIN 13-2646110 333 WEST 34TH STREET, 2ND FLOOR · NEW YORK, NY 10001 | Insurance Commissions | $29,856 |
BEERS, HAMERMAN, COHEN & BURGER, PC10+ years Service code 10 · EIN 47-2517893 234 CHURCH STREET · NEW HAVEN, CT 06510 | Accounting | $22,610 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 255 ROUTE 80 · KILLINGWORTH, CT 06419 | Accounting | $5,591 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.93% | 11.08%-2.1pp | 8.10%+0.8pp | 8.76%+0.2pp |
| Employer contribution / active EE | $21,898 | $13,910+57.4% | $28,649-23.6% | $16,664+31.4% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |