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 |
|---|---|---|
Service code 10 · EIN 13-2928869 | Accounting | $705,872 |
Filed as: CONSTITUTION CAPITAL EQUITY PARTNER Service code 28 · EIN 74-3246212 | Investment Management | $470,585 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1078613 | Legal | $177,079 |
GOLDMAN SACHS2 years Filed as: CROW HOLDINGS CAPITAL PARTNERS, LLC Service code 50 · EIN 27-4077052 | Direct Payment | $129,113 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC, Service code 27 · EIN 04-2659023 | Advisory (Plan) | $115,000 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $114,112 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 · EIN 20-1367417 | Investment Management | $94,570 |
DODGE & COX2 years Service code 28 · EIN 94-1441976 | Investment Management | $92,981 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 45-6138589 | Investment Management | $63,350 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $55,000 |
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 | $0 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 11.58% | 5230.06%-5218.5pp | 7.48%+4.1pp | 5230.06%-5218.5pp |
| Employer contribution / active EE | $3,779 | $10,491-64.0% | $39,603-90.5% | $10,491-64.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $172-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |