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 |
|---|---|---|
Filed as: DICTRICT COUNCIL 1707 LOCAL 389 WF Service code 49 · EIN 13-3505523 420 WEST 45TH STREET · NEW YORK, NY 10036 | Other Services | $531,191 |
COHEN & STEERS2 years Filed as: COHEN WEISS & SIMON LLP Service code 29 900 THIRD AVENUE SUITE 2100 · NEW YORK, NY 10022 | Legal | $99,831 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE REALTY FUND Service code 27 · EIN 95-4871432 515 S. FLOWER ST · LOS ANGELES, CA 90071 | Advisory (Plan) | $73,505 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS INC Service code 26 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 10001 | Advisory (Participants) | $45,000 |
ROGOFF & COMPANY PC2 years Service code 10 · EIN 13-2688836 355 LEXINGTON AVE, 6TH FL · NEW YORK, NY 10017 | Accounting | $38,519 |
Filed as: DANIEL H. COOK ASSOCIATES INC Service code 12 · EIN 11-2424843 253 WEST 35TH ST, 12TH FLOOR · NEW YORK, NY 10001 | Claims processing; Direct payment fro... | $32,593 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 27 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Advisory (Plan) | $22,744 |
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 | $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 | 12.80% | 14.29%-1.5pp | 14.64%-1.8pp | 21.83%-9.0pp |
| Employer contribution / active EE | $628 | $12,083-94.8% | $41,831-98.5% | $12,237-94.9% |
| 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% |