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 |
|---|---|---|
O'DONOGHUE & O'DONOGHUE2+ years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $144,254 |
BENSERCO2+ years Filed as: BENSERCO, INC. Service code 13 · EIN 13-2732561 | Contract Administrator | $99,046 |
THE SEGAL COMPANY2+ years Filed as: SEGAL AND CO. Service code 11 · EIN 13-1835864 | Actuarial | $63,299 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $50,173 |
BROACH & STULBERG LLP2+ years Filed as: BROACH & STULBERG, LLC Service code 31 · EIN 13-3309770 | Named fiduciary; Direct payment from ... | $50,040 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $46,578 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $17,500 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,844 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 8.12% | 11.00%-2.9pp | 9.39%-1.3pp | 10.41%-2.3pp |
| Employer contribution / active EE | $9,123 | $16,132-43.4% | $33,466-72.7% | $14,691-37.9% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |