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 |
|---|---|---|
ATALANTA SOSNOFF4 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $275,123 |
Filed as: GORLICK KRAVITZ & LISTHAUS PC Service code 29 · EIN 13-3790829 | Legal | $178,700 |
Service code 28 · EIN 13-3257590 | Investment Management | $176,683 |
GAMCO ASSET MANAGEMENT4 years Service code 28 · EIN 13-4044521 | Investment Management | $162,162 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $139,911 |
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $124,616 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $106,825 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $82,016 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $77,082 |
RICHARD GABRIEL ASSOCIATES5+ years Service code 11 · EIN 23-2817579 | Actuarial | $65,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 20.62% | 12.20%+8.4pp | 10.56%+10.1pp | 21.83%-1.2pp |
| Employer contribution / active EE | $10,241 | $12,801-20.0% | $30,199-66.1% | $12,237-16.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |