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.4+ years Filed as: SELECT EQUITY GROUP Service code 28 · EIN 13-3669571 | Investment Management | $97,170 |
CYTHIA SOCCI1 year Service code 30 · EIN 13-2851614 | Employee (plan); Direct payment from ... | $65,718 |
BILLIE LEE WHELAN2 years Service code 30 · EIN 13-2851614 | Direct payment from the plan; Employe... | $36,262 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $36,009 |
FIRST ACTUARIAL CONSULTING, INC.4+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $26,000 |
KAHN OPTON, LLP4+ years Service code 29 · EIN 13-3326111 | Legal | $20,400 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $18,250 |
Service code 17 · EIN 32-0016703 | Pension Consulting | $17,500 |
AMALGAMATED BANK1 year Service code 19 · EIN 13-4920330 | Securities Custodian | $8,321 |
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 | $218,893-100.0% | $436,953-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 49.9%-49.9pp | 44.2%-44.2pp | 46.4%-46.4pp |
| Annual return | -7.54% | -114.98%+107.4pp | -102.04%+94.5pp | -82.66%+75.1pp |
| Employer contribution / active EE | $0 | $39,361-100.0% | $36,232-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $45-100.0% | $48-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $11,759-100.0% | $12,721-100.0% | $11,204-100.0% |