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 |
|---|---|---|
CHEIRON10+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $159,399 |
ROGOFF & COMPANY PC10+ years Filed as: ROGOFF & COMPANY P.C Service code 10 · EIN 13-2688836 | Accounting | $142,784 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $135,000 |
PIERSON FERDINAND2 years Service code 29 · EIN 93-3416937 | Legal | $64,406 |
TRUDY SCHUTT10+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $56,302 |
JEANIE EICHER2 years Service code 30 · EIN 13-5511877 | Employee (plan) | $48,930 |
DEE ANNE WALKER10+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $38,512 |
BLACKSTONE10+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 51 · EIN 13-3702086 | Investment Mgmt Fees | $32,706 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $31,773 |
STATE STREET GLOBAL ADVISORS9 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $25,742 |
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.
Annual investment return 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 | $0 | $84,245-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 5.02% | 10.20%-5.2pp | 1.43%+3.6pp | 10.20%-5.2pp |
| Employer contribution / active EE | $5,464 | $15,145-63.9% | $17,287-68.4% | $15,145-63.9% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $380-100.0% | - |