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 |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: I E SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $92,000 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $60,986 |
Filed as: MEYER, SUOZZI, ENGLISH & KLEIN Service code 29 · EIN 11-2340639 | Legal | $32,475 |
PROSKAUER ROSE LLP1+ years Service code 29 · EIN 13-1840454 | Legal | $32,241 |
BELLWETHER CONSULTING LLC1+ years Service code 27 · EIN 22-3784192 | Advisory (Plan) | $20,000 |
AMALGAMATED BANK1+ years Service code 28 · EIN 13-4920330 | Investment Management | $13,281 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $12,500 |
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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 2.49% | 4.08%-1.6pp | 3.97%-1.5pp | 11.88%-9.4pp |
| Employer contribution / active EE | $347 | $19,692-98.2% | $28,168-98.8% | $14,612-97.6% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |