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 |
|---|---|---|
Service code 11 · EIN 31-1582098 | Actuarial | $148,075 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $122,742 |
Service code 13 · EIN 11-1896894 | Contract Administrator | $73,600 |
Service code 13 · EIN 11-2547525 | Contract Administrator | $47,559 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436946 | Accounting | $30,948 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $9,000 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,500 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 4.33% | 3.93%+0.4pp | 4.74%-0.4pp | 4.16%+0.2pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |