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 |
|---|---|---|
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $1,011,929 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 16 · EIN 26-1370698 | Consulting | $112,891 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $109,470 |
GAMCO ASSET MANAGEMENT4+ years Service code 28 · EIN 14-4044521 | Investment Management | $71,301 |
Service code 28 · EIN 34-1922005 | Investment Management | $59,547 |
MICHAEL F. YATES & COMPANY, INC.4+ years Filed as: MICHAEL EDMONDS Service code 30 · EIN 13-1975659 | Employee (plan); Direct payment from ... | $51,076 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $49,656 |
Service code 28 · EIN 13-3547557 | Investment Management | $48,646 |
Filed as: QUAN VEST CONSULTANTS, INC. Service code 51 · EIN 11-2559669 | Investment Mgmt Fees | $45,000 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $39,318 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $18,026,966-100.0% | $157,995-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 41.3%-41.3pp | 1.8%-1.8pp |
| Annual return | -7.30% | 0.19%-7.5pp | 83.75%-91.0pp | 0.19%-7.5pp |
| Employer contribution / active EE | $16,005 | $13,763+16.3% | $41,592-61.5% | $13,763+16.3% |
| Participant deferral / active EE | $0 | $804-100.0% | $77-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $678-100.0% | $426-100.0% |