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 |
|---|---|---|
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $95,248 |
VOYAGER ASSET MANAGEMENT1+ years Filed as: VOYAGER CAPITAL MANAGEMENT Service code 51 875 TOWNLINE ROAD, SUITE 100 · LAKE GENEVA, WI 53147 | Investment Mgmt Fees | $89,613 |
ARMAO LLP1+ years Service code 10 · EIN 46-2754053 | Accounting | $72,876 |
MARCIA FAWTHROP1+ years Filed as: MARCIA AZEEZ Service code 30 · EIN 13-2569697 709 8TH AVENUE · NEW YORK, NY 10036 | Direct payment from the plan; Employe... | $64,872 |
GERALD WESBECKER1+ years Filed as: GERALD SAMMARTINO Service code 30 · EIN 13-2569697 709 8TH AVENUE · NEW YORK, NY 10036 | Direct payment from the plan; Employe... | $64,746 |
THE BANK OF NEW YORK MELLON1+ years Filed as: THE BANK OF NEW YORK Service code 19 · EIN 13-6195557 | Securities Custodian | $62,839 |
PITTA LLP1+ years Filed as: PITTA & GIBLIN, LLP Service code 29 · EIN 26-3852082 | Legal | $28,133 |
ROBERT SALTZSTEIN, ESQ.1+ years Service code 29 · EIN 13-3027446 | Legal | $24,000 |
ADP BROKER-DEALER1+ years Filed as: ADP INC Service code 15 1 PENN PLAZA · NEW YORK, NY 10119 | Recordkeeping | $7,343 |
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 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | 7.82% | 15.23%-7.4pp | 4.74%+3.1pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,089-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |