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 |
|---|---|---|
PINNACLE ASSOCIATES LTD1+ years Service code 28 · EIN 13-3220717 | Investment Management | $293,333 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOC., INC. Service code 28 · EIN 13-2889432 | Investment Management | $123,108 |
EQUITY INVESTMENT CORPORATION1+ years Filed as: EQUITY INVESTMENT CORP. Service code 28 · EIN 58-1684151 | Investment Management | $118,031 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $90,447 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $55,503 |
CUTWATER ASSET MANAGEMENT1+ years Filed as: CUTWATER ASSET MANAGEMENT CORP. Service code 28 · EIN 13-3750425 | Investment Management | $53,578 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOC., INC. Service code 11 · EIN 13-2831500 | Actuarial | $51,400 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $30,000 |
ROBERT CHEVERIE1+ years Filed as: ROBERT M. CHEVERIE & ASSOC., P.C. Service code 29 · EIN 06-1335139 | Legal | $26,654 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $6,307 |
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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.55% | 0.06%-1.6pp | -0.81%-0.7pp | -0.60%-0.9pp |
| Employer contribution / active EE | $7,917 | $14,206-44.3% | $38,425-79.4% | $12,272-35.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |