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 |
|---|---|---|
AMALGAMATED1+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $43,140 |
CARY KANE LLP1+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $34,598 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $30,355 |
GLANSTEIN, LLP1+ years Service code 29 · EIN 27-4387560 | Legal | $23,582 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $22,500 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 41-6257133 | Recordkeeping | $19,879 |
Service code 10 · EIN 13-2665700 | Accounting | $19,416 |
EATON VANCE1+ years Filed as: EATON VANCE INVESTMENT MANAGERS Service code 28 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $17,266 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | -1.38% | 3.49%-4.9pp | 4.16%-5.5pp | 7.18%-8.6pp |
| Employer contribution / active EE | $1,653 | $11,083-85.1% | $29,966-94.5% | $13,095-87.4% |
| 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% |