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 |
|---|---|---|
CHICAGO EQUITY PARTNERS1+ years Filed as: CHICAGO EQUITY Service code 27 · EIN 36-4338679 | Advisory (Plan) | $69,101 |
STROOCK & STROOCK & LAVAN1+ years Service code 29 180 MAIDEN LANE · NEW YORK, NY 100384983 | Legal | $46,400 |
SAX LLP1+ years Service code 10 · EIN 81-2950760 28 WEST 44TH STREET · NEW YORK, NY 10036 | Accounting | $36,300 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 11 · EIN 20-5916766 | Actuarial | $27,380 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN Service code 27 · EIN 13-2889432 | Advisory (Plan) | $27,338 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: SMITH BARNEY Service code 19 31 WEST 52ND FLOOR · NEW YORK, NY 10019 | Securities Custodian | $23,440 |
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 | $36,706-100.0% | $108,235-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 32.2%-32.2pp | 15.7%-15.7pp |
| Annual return | 2.43% | -0.85%+3.3pp | -1.08%+3.5pp | -7.14%+9.6pp |
| Employer contribution / active EE | $14,858 | $14,391+3.2% | $35,779-58.5% | $14,613+1.7% |
| Participant deferral / active EE | $0 | $122-100.0% | $238-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $13,449-100.0% | $1,191-100.0% |