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 |
|---|---|---|
WINMILL SOFTWARE INC6 years Service code 16 · EIN 52-2247044 | Consulting | $1,102,946 |
SCHULTHEIS & PANETTIERI, LLP9+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $790,495 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $628,440 |
ANNE DESROSIERS2 years Filed as: ANNE J ZEISLER Service code 30 · EIN 13-1849172 | Direct payment from the plan; Employe... | $434,594 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $372,408 |
SPIVAK LIPTON LLP9+ years Service code 29 · EIN 13-3494495 | Legal | $287,749 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $270,657 |
SYNTONIC SYSTEMS, INC.6 years Filed as: SYNTONIC SYSTEMS INC Service code 16 · EIN 13-2925049 | Consulting | $260,500 |
SUNTRUST BANKS, INC.9+ years Filed as: SCOTT TRIVIGNO Service code 30 · EIN 13-1849172 | Employee (plan); Direct payment from ... | $258,469 |
THE SEGAL COMPANY9+ years Filed as: JOEL SEGAL Service code 30 · EIN 13-1849172 | Employee (plan); Direct payment from ... | $236,812 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $339,002-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.1%-39.1pp | 0.0%0pp |
| Annual return | 13.12% | 13.18%-0.1pp | 12.78%+0.3pp | 13.18%-0.1pp |
| Employer contribution / active EE | $2,149 | $8,469-74.6% | $44,816-95.2% | $8,469-74.6% |
| Participant deferral / active EE | $0 | $322-100.0% | $33-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $2,002-100.0% | - |