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 |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $183,498 |
Filed as: MARSHALL & MOSS LLP Service code 10 1400 OLD COUNTRY ROAD · WESTBURY, NY 11590 | Accounting | $167,158 |
BOSTON PARTNERS1 year Filed as: THE BOSTON CO. ASSET MANAGEMENT LLC Service code 28 · EIN 04-3404987 | Investment Management | $136,851 |
EILEEN DUPONT4+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $111,164 |
BERNADETTE SMITH4+ years Service code 30 · EIN 13-2864289 | Direct payment from the plan; Employe... | $107,875 |
LINA THEN3 years Service code 30 · EIN 13-2864289 | Employee (plan); Direct payment from ... | $97,227 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN VEST INVESTMENT ADVISORS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $90,000 |
SCHWARZWALD & MCNAIR4+ years Filed as: SCHWARZWALD MCNAIR AND FUSCO LLP Service code 29 · EIN 20-0467468 | Legal | $87,098 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 3 BETHESDA METRO CENTER · BETHESDA, MD 20814 | Investment Management | $86,278 |
AMALGAMATED BANK4+ years Service code 19 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $85,758 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -2.25% | -1.27%-1.0pp | -0.67%-1.6pp | 33.37%-35.6pp |
| Employer contribution / active EE | $4,613 | $12,021-61.6% | $31,731-85.5% | $11,253-59.0% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |