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 |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $79,301 |
AMALGAMATED2+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $62,240 |
NY NJ REGIONAL JOINT BOARD2+ years Service code 15 · EIN 13-4908365 | Recordkeeping | $55,911 |
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $52,000 |
SCHULTE ROTH & ZABEL LLP2+ years Service code 29 · EIN 13-2633996 | Legal | $50,201 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN LP Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $35,525 |
ROGOFF & COMPANY PC2+ years Filed as: ROGOFF & COMPANY, PC Service code 10 · EIN 13-2688836 | Accounting | $25,500 |
LOOMIS SAYLES2+ years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $13,943 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,735 |
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 | $35,636-100.0% | $139,743-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 22.6%-22.6pp | 1.8%-1.8pp |
| Annual return | 7.26% | 7.18%+0.1pp | 4.97%+2.3pp | 7.18%+0.1pp |
| Employer contribution / active EE | $2,777 | $13,095-78.8% | $29,721-90.7% | $13,095-78.8% |
| Participant deferral / active EE | $0 | $385-100.0% | $26-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $3,369-100.0% | $362-100.0% |