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 |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT3 years Filed as: ATLANTA SOSNOFF CAPITAL, LLC. Service code 28 · EIN 06-1444342 2 CORPORATE DRIVE, SUITE 770 · SHELTON, CT 06484 | Investment Management | $317,351 |
TOCQUEVILLE ASSET MANAGEMENT8+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $206,316 |
LSV ASSET MANAGEMENT7 years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 525 WASHINGTON BLVD, SUITE 2000 · JERSEY CITY, NJ 07310 | Investment Management | $164,460 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $90,000 |
STACEY BRAUN ASSOCIATES, INC.8+ years Service code 28 · EIN 13-2889432 377 BROADWAY, 8TH FLOOR · NEW YORK, NY 10013 | Investment Management | $69,274 |
MILLIMAN, INC.5 years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $68,621 |
THE BANK OF NEW YORK MELLON2 years Filed as: M&T BANK INST'L RETIREMENT SERVICES Service code 19 · EIN 16-0538020 285 DELAWARE AVENUE, 3RD FLOOR · BUFFALO, NY 14202 | Securities Custodian | $63,435 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $60,750 |
Filed as: COHEN & STEERS C/O MERRILL LYNCH Service code 28 · EIN 13-3353336 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $45,096 |
GETTRY MARCUS CPA, P.C.1 year Service code 10 · EIN 13-3418879 88 FROEHLICH FARM BLVD · WOODBURY, NY 11797 | Accounting | $38,949 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -15.96% | -6.02%-9.9pp | -3.21%-12.7pp | 23.41%-39.4pp |
| Employer contribution / active EE | $17,286 | $11,241+53.8% | $46,051-62.5% | $12,650+36.7% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |