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 |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $237,816 |
SEI INVESTMENTS4+ years Filed as: SEI TRUST COMPANY INTECH ENH PLUS Service code 28 · EIN 06-1271230 | Investment Management | $214,445 |
ATALANTA SOSNOFF4+ years Service code 28 · EIN 20-0461050 | Investment Management | $181,239 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 | Investment Management | $171,662 |
KOBGO ASSOCIATES4+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $147,488 |
JAMES A. REICHERT4+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $126,834 |
CAROLE PESIRI4+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $118,381 |
BJ DEONARAIN2 years Service code 30 · EIN 13-3208565 | Employee (plan) | $74,489 |
WILLIAM ROTHBERG, ESQ.4+ years Service code 29 · EIN 11-2621686 | Legal | $60,572 |
Filed as: QUANVEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $58,847 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 9.49% | 14.29%-4.8pp | 14.64%-5.1pp | 21.83%-12.3pp |
| Employer contribution / active EE | $14,426 | $12,083+19.4% | $41,831-65.5% | $12,237+17.9% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |