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 |
|---|---|---|
Filed as: JPMORGAN CHASE BANK, NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $192,288 |
Service code 13 · EIN 22-6082349 | Contract Administrator | $137,676 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $100,000 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $80,535 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $48,145 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST CORPORATION Service code 28 · EIN 36-2723087 | Investment Management | $25,189 |
COHEN & STEERS9+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $21,918 |
FITZSIMMONS ABRAMS, LLP6 years Filed as: FITZSIMMONS AND ABRAMS, LLP Service code 10 · EIN 13-2858927 | Accounting | $15,690 |
PITTA LLP7 years Service code 29 · EIN 26-3852082 | Legal | $10,773 |
SCHULTHEIS & PANETTIERI, LLP9+ years Filed as: SCHULTHEIS AND PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $10,559 |
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 9.57% | 724.96%-715.4pp | 78.53%-69.0pp | 37.74%-28.2pp |
| Employer contribution / active EE | $14,851 | $14,638+1.5% | $31,607-53.0% | $15,788-5.9% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |