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 |
|---|---|---|
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $207,622 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $141,090 |
ALLSPRING4 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $140,931 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $120,113 |
THE SEGAL COMPANY9 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $105,392 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $68,250 |
BRADY, MCGUIRE & STEINBERG, PC10+ years Service code 29 · EIN 13-4089943 | Legal | $40,661 |
WILMINGTON TRUST2 years Service code 19 · EIN 16-1486454 | Securities Custodian | $33,371 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $17,329 |
CUNNINGHAM & CUNNINGHAM LLP10+ years Service code 29 · EIN 06-1506457 | Legal | $14,314 |
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 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.20% | 8.62%+1.6pp | 8.99%+1.2pp | 10.52%-0.3pp |
| Employer contribution / active EE | $13,250 | $14,400-8.0% | $25,171-47.4% | $15,140-12.5% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |