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 |
|---|---|---|
SAVASTA AND COMPANY, INC.6+ years Filed as: SAVASTA AND COMPANY INC Service code 13 · EIN 13-3879959 655 THIRD AVE 12TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $384,000 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, SUITE 700 · SILVER SPRING, MD 20910 | Actuarial | $57,595 |
SAMUEL GOLDSTEIN & CO PC5 years Filed as: SAMUEL GOLDSTEIN & CO., P.C. Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $39,726 |
THE SEGAL COMPANY6+ years Filed as: BUCHBINDER TUNICK & CO Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 5335 · NEW YORK, NY 101190219 | Accounting | $34,346 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 70 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $20,400 |
Filed as: JOHNSON ASSET MANAGEMENT Service code 28 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $10,138 |
BOSTON TRUST WALDEN COMPANY4 years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 28 · EIN 04-2273811 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $7,784 |
C.S. MCKEE, L.P.6+ years Filed as: C. S. MCKEE, L.P. Service code 51 · EIN 25-1900687 ONE GATEWAY CENTER, 8TH FLOOR · PITTSBURGH, PA 15239 | Investment Mgmt Fees | $7,211 |
M&T INVESTMENT GROUP6+ years Filed as: M & T INVESTMENT GROUP Service code 19 · EIN 16-0538020 ONE M T PLAZA, 9TH FLOOR · BUFFALO, NY 14203 | Securities Custodian | $6,586 |
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 5.19% | 9.58%-4.4pp | 9.52%-4.3pp | 11.45%-6.3pp |
| Employer contribution / active EE | $5,317 | $21,155-74.9% | $41,951-87.3% | $17,219-69.1% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |