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 |
|---|---|---|
SEI INVESTMENTS7+ years Filed as: SEI TRUST COMPANY INTECH ENH PLUS Service code 28 · EIN 06-1271230 | Investment Management | $264,462 |
ATALANTA SOSNOFF7+ years Service code 28 · EIN 20-0461050 | Investment Management | $240,035 |
KOBGO ASSOCIATES7+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $213,878 |
ASB CAPITAL MANAGEMENT7+ years Service code 28 · EIN 80-0618452 | Investment Management | $197,743 |
JAMES A. REICHERT7+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $145,845 |
COLLERAN, O'HARA & MILLS LLP7+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $139,900 |
CAROLE PESIRI7+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $130,673 |
BJ DEONARAIN5 years Service code 30 · EIN 13-3208565 | Employee (plan) | $103,950 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW BREW Service code 30 · EIN 13-3473497 | Employee (plan) | $100,136 |
Service code 29 · EIN 11-2621686 | Legal | $81,627 |
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 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -9.08% | -6.02%-3.1pp | -3.21%-5.9pp | 23.41%-32.5pp |
| Employer contribution / active EE | $13,894 | $11,241+23.6% | $46,051-69.8% | $12,650+9.8% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |