Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONAL BENEFIT SERVICES, LLC5+ years Filed as: 1199SEIU NATIONAL BENEFIT FUND FOR Service code 99 · EIN 13-1628401 | Other Fees | $4,000,236 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $124,071 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $114,738 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $56,825 |
Service code 36 · EIN 26-4662241 | Copying and duplicating | $55,997 |
LEVY RATNER5+ years Filed as: LEVY, RATNER P.C. Service code 29 · EIN 13-3726314 | Legal | $31,937 |
CONSOLIDATED COLOR PRESS INC4 years Service code 36 · EIN 13-2797841 | Copying and duplicating | $30,604 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 51 · EIN 36-1561860 | Investment Mgmt Fees | $24,891 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS, INC. Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $17,875 |
Service code 99 · EIN 39-1034021 | Other Fees | $16,238 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.34% | 15.39%+0.9pp | 20.73%-4.4pp | 24.48%-8.1pp |
| Employer contribution / active EE | $403 | $7,237-94.4% | $36,503-98.9% | $9,418-95.7% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |