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 |
|---|---|---|
PHARO GLOBAL ADVISORS LTD5 years Service code 28 | Investment Management | $1,101,066 |
CARY KANE LLP6+ years Service code 29 · EIN 20-1942442 | Legal | $623,463 |
Service code 28 · EIN 04-2895544 | Investment Management | $385,662 |
KELLEY DRYE & WARREN LLP3 years Service code 29 · EIN 13-5335107 | Legal | $288,453 |
Filed as: VALUATION RESEARCH CORP. Service code 16 · EIN 39-1214928 | Consulting | $287,750 |
SUSETTE STONE6+ years Service code 30 · EIN 13-5660090 | Employee (plan); Direct payment from ... | $256,164 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $207,360 |
GOLDMAN SACHS6+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $187,230 |
AMERICAN FUNDS5 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $161,797 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $155,970 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $444,552-100.0% | $38,981-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 3.7%-3.7pp |
| Annual return | 25.48% | 8.42%+17.1pp | 11.38%+14.1pp | 15.63%+9.8pp |
| Employer contribution / active EE | $13,649 | $5,390+153.2% | $18,467-26.1% | $11,476+18.9% |
| Participant deferral / active EE | $0 | $0-100.0% | $71-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $786-100.0% | $429-100.0% |