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 11 · EIN 31-1582098 | Actuarial | $295,065 |
Filed as: AMCU & RDSEU LOCAL 342 WELFARE Service code 15 · EIN 11-1896894 | Recordkeeping | $290,000 |
Filed as: AMCU & RDSEU LOCAL 342 GROUP LEGAL Service code 15 · EIN 11-2547525 | Recordkeeping | $141,355 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $85,850 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $83,918 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $45,000 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $27,058 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $24,071 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $21,240 |
MD SASS4+ years Filed as: M.D. SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $20,040 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $192,869-100.0% | $192,869-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 59.0%-59.0pp | 36.2%-36.2pp | 46.4%-46.4pp |
| Annual return | 0.35% | -0.47%+0.8pp | -0.77%+1.1pp | -82.66%+83.0pp |
| Employer contribution / active EE | $0 | $34,803-100.0% | $29,514-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $36-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $42,257-100.0% | $42,257-100.0% | $11,204-100.0% |