Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LOCAL 282 WELFARE TRUST FUND8+ years Service code 50 · EIN 11-6244552 | Direct Payment | $2,043,212 |
COLUMBIA8+ years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 | Investment Management | $1,152,558 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $773,916 |
NEWTOWER TRUST COMPANY6 years Filed as: NEW TOWER TRUST CO. Service code 28 · EIN 30-0872552 | Investment Management | $460,526 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $339,950 |
THE SEGAL COMPANY8+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $322,542 |
AMERICAN REALTY ADVISORS8+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-5582869 | Investment Management | $247,307 |
Service code 28 · EIN 91-1042342 | Investment Management | $228,052 |
ENTRUST PARTNERS OFFSHORE LP4 years Filed as: ENTRUST GLOBAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $154,489 |
ULLICO7 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $153,098 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 10.96% | 8.84%+2.1pp | 12.68%-1.7pp | 9.11%+1.9pp |
| Employer contribution / active EE | $16,574 | $8,705+90.4% | $41,626-60.2% | $12,231+35.5% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |