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 |
|---|---|---|
SELECT EQUITY GROUP, L.P.3+ years Filed as: SELECT EQUITY GROUP Service code 28 · EIN 13-3669571 | Investment Management | $133,134 |
CYNTHIA JONES-BROOKS1 year Filed as: CYNTHIA SOCCI Service code 30 · EIN 13-2851614 | Employee (plan); Direct payment from ... | $81,727 |
BILLIE LEE WHELAN1 year Service code 30 · EIN 13-2851614 | Direct payment from the plan; Employe... | $29,812 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $25,500 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $25,000 |
KAHN OPTON, LLP3+ years Service code 29 · EIN 13-3326111 | Legal | $20,530 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $18,107 |
Service code 17 · EIN 32-0016703 | Pension Consulting | $17,500 |
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 | $202,389-100.0% | $198,173-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 48.7%-48.7pp | 42.0%-42.0pp | 45.9%-45.9pp |
| Annual return | 16.52% | 9.90%+6.6pp | 10.16%+6.4pp | 10.21%+6.3pp |
| Employer contribution / active EE | $0 | $36,071-100.0% | $33,192-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $66-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $7,397-100.0% | $7,531-100.0% | $13,518-100.0% |