Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARCIA FAWTHROP9+ years Filed as: MARCIA AZEEZ Service code 30 · EIN 13-2569697 | Employee (plan); Direct payment from ... | $110,428 |
Service code 28 · EIN 39-1992073 | Investment Management | $82,302 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $80,641 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $64,878 |
PITTA LLP7 years Filed as: PITTA, LLP Service code 29 · EIN 26-3852082 | Legal | $40,999 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-2614959 | Securities Custodian | $37,500 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $27,500 |
Filed as: ELLENOFF, GROSSMAN & SCHOLE, LLP Service code 29 · EIN 13-3643185 | Legal | $24,000 |
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 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 21.31% | 8.76%+12.6pp | 7.29%+14.0pp | 8.76%+12.6pp |
| Employer contribution / active EE | $7,111 | $16,664-57.3% | $20,019-64.5% | $16,664-57.3% |
| Participant deferral / active EE | $0 | $948-100.0% | $31-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |