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 |
|---|---|---|
CERES PARTNERS LLC10+ years Service code 28 · EIN 26-4771307 806 HOWARD ST 200 · SOUTH BEND, IN 46617 | Investment Management | $162,990 |
CARRET ASSET MANAGEMENT11+ years Service code 28 · EIN 55-0863498 360 MADISON AVE 10TH FLOOR · NEW YORK, NY 10017 | Investment Management | $94,319 |
PETER VAUPEL11+ years Service code 14 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Plan Administrator | $71,959 |
Filed as: BASIL CASTROVINCI ASSOCIATES, INC Service code 17 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Pension Consulting | $54,041 |
DWS FUNDS3 years Filed as: RREEF AMERICA REIT II, INC. Service code 28 · EIN 58-2364506 222 S. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Investment Management | $52,793 |
DAHAB ASSOCIATES11+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Advisory (Plan) | $50,350 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE STE 342 · JERICHO, NY 11753 | Accounting | $34,412 |
BARNES, IACCARINO & SHEPHERD LLP11+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $31,415 |
LYNDA BLOUNT2 years Filed as: LYNDA SCHULOK Service code 30 · EIN 13-2571151 629 FIFTH AVENUE · PELHAM, NY 10803 | Direct payment from the plan; Employe... | $27,721 |
JOHNSON BANK11+ years Filed as: JOHNSON INSTITUTIONAL MANAGEMENT Service code 28 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Investment Management | $23,460 |
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 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 14.32% | 9.12%+5.2pp | 9.57%+4.8pp | 10.77%+3.6pp |
| Employer contribution / active EE | $3,623 | $14,150-74.4% | $26,706-86.4% | $15,292-76.3% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |