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 |
|---|---|---|
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 21 · EIN 22-3361201 | Bank Trustee | $226,806 |
EPSTEIN BECKER & GREEN PC2 years Filed as: EPSTEIN, BECKER AND GREEN Service code 31 · EIN 13-3031033 | Named fiduciary | $51,658 |
Filed as: BRANDYWINE ASSET MANAGEMENT Service code 21 · EIN 51-0294065 | Bank Trustee | $46,223 |
DAHAB ASSOCIATES6+ years Filed as: DAHAB ASSOCIATES, INC. Service code 21 · EIN 11-2783874 | Bank Trustee | $36,020 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $33,674 |
SENTINEL PENSION ADVISORS6+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $32,800 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT TRUST Service code 21 · EIN 04-2755549 | Bank Trustee | $19,850 |
WILMINGTON TRUST4 years Service code 21 · EIN 75-3182674 | Bank Trustee | $16,782 |
SEYFARTH SHAW LLP6+ years Service code 31 · EIN 36-2152202 | Named fiduciary | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $282,126-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 0.0%0pp |
| Annual return | 9.59% | 12.86%-3.3pp | 1087.39%-1077.8pp | 12.86%-3.3pp |
| Employer contribution / active EE | $868 | $13,687-93.7% | $42,245-97.9% | $13,687-93.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $120-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,639-100.0% | - |