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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $991,111 |
LSV ASSET MANAGEMENT7+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $421,921 |
JOSEPH MONTELLE2 years Service code 30 · EIN 13-1990171 | Employee (plan) | $249,212 |
ZENITH AMERICAN SOLUTIONS7+ years Service code 13 5420 W SOUTHERN AVENUE · INDIANAPOLIS, IN 462415569 | Contract Administrator | $215,328 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $189,984 |
WASMER, SCHROEDER & CO INC.3 years Filed as: WASMER SCHROEDER Service code 28 54 W 40TH STREET · NEW YORK, NY 10018 | Investment Management | $176,024 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Management | $166,421 |
ATALANTA SOSNOFF7+ years Service code 28 · EIN 20-0461050 | Investment Management | $139,713 |
CASTIGLIA LLP7+ years Service code 10 · EIN 46-2725636 | Accounting | $96,921 |
Filed as: GORLICK, KRAVITZ & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $91,376 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 12.89% | 19.37%-6.5pp | 11.08%+1.8pp | 15.63%-2.7pp |
| Employer contribution / active EE | $25,111 | $13,107+91.6% | $28,418-11.6% | $11,476+118.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |