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 |
|---|---|---|
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $102,315 |
INSURANCE PROGRAMMERS, INC.1+ years Filed as: INSURANCE PROGRAMMERS, INC Service code 13 · EIN 06-0811449 | Contract Administrator | $67,350 |
ROBERT CHEVERIE1+ years Filed as: R. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $50,000 |
IBEW-NECA SERVICE CENTER1+ years Filed as: IBEW-NECA DIVESIFIED UNDERWRITTEN R Service code 19 · EIN 26-3437991 | Securities Custodian | $35,156 |
THE SAVITZ ORGANIZATION1+ years Filed as: THE SAVITZ ORGANIZATION OF MASS Service code 11 · EIN 26-1371674 | Actuarial | $32,000 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $20,436 |
Filed as: BUCKLEY, FRAME, BOUDREAU & CO Service code 10 · EIN 06-0931761 | Accounting | $17,662 |
CADARET GRANT & CO INC1+ years Filed as: CADARET, GRANT & CO., INC. Service code 17 · EIN 22-2361254 | Pension Consulting | $9,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.89% | 3.49%-5.4pp | 4.16%-6.0pp | 7.18%-9.1pp |
| Employer contribution / active EE | $11,746 | $11,083+6.0% | $29,966-60.8% | $13,095-10.3% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |