Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 123 PREAKNESS DR · MT LAUREL, NJ 08054 | Actuarial | $19,500 |
VICTOR LAGRECA1+ years Service code 13 · EIN 22-1552821 201 WEST VALLET STREAM BLVD · VALLEY STREAM, NY 11580 | Contract Administrator | $19,470 |
LAWRENCE S. FISCHER, CPA1+ years Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $18,483 |
BRYAN CAVE LLP1+ years Filed as: BRYAN C. MCCARTHY, PC Service code 22 · EIN 01-0727299 271 NORTH AVE · NEW ROCHELLE, NY 11801 | Insurance Broker | $15,840 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST Service code 20 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Trustee (individual) | $7,532 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $7,014 |
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.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -1.82% | -1.13%-0.7pp | -0.81%-1.0pp | 2.81%-4.6pp |
| Employer contribution / active EE | $3,253 | $14,981-78.3% | $38,425-91.5% | $16,358-80.1% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |