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 LLP6+ years Filed as: PROSKAUER AND ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $453,373 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 16 · EIN 26-1370698 | Consulting | $102,428 |
Filed as: JP MORGAN CHASE BANK, NA Service code 27 · EIN 13-4994650 | Advisory (Plan) | $72,076 |
THE BANK OF NEW YORK MELLON6+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $47,757 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $42,860 |
TOCQUEVILLE ASSET MANAGEMENT3 years Service code 28 · EIN 13-3547557 | Investment Management | $41,488 |
MAUREEN DOHERTY2 years Filed as: MAUREEN CLARKE-THOMPSON Service code 30 · EIN 13-1975659 | Employee (plan); Direct payment from ... | $40,318 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN VEST CONSULTANTS, INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $39,124 |
SHARON HUANG6+ years Service code 30 · EIN 13-1975659 | Employee (plan); Direct payment from ... | $37,642 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $33,562 |
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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 7.46% | 11.45%-4.0pp | 7.48%0pp | 11.45%-4.0pp |
| Employer contribution / active EE | $15,926 | $17,219-7.5% | $39,603-59.8% | $17,219-7.5% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |