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 |
|---|---|---|
SMITH GRAHAM3+ years Service code 28 · EIN 59-1498196 | Investment Management | $458,694 |
ATALANTA SOSNOFF2 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $329,477 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $225,774 |
OLD GLORY ASSET MANAGEMENT3+ years Service code 28 · EIN 90-0065134 | Investment Management | $133,728 |
MARIA DANYLUK3+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Employee (plan); Direct payment from ... | $92,491 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $83,948 |
CARMEN COOPER3+ years Filed as: CARMEN PEREZ Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $79,845 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $78,950 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $76,254 |
PITTA LLP2 years Service code 29 · EIN 26-3852082 | Legal | $69,001 |
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 | $0 | $145,218-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 2.02% | 73.13%-71.1pp | -0.67%+2.7pp | 73.13%-71.1pp |
| Employer contribution / active EE | $1,494 | $8,421-82.3% | $31,731-95.3% | $8,421-82.3% |
| Participant deferral / active EE | $0 | $293-100.0% | $473-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $28,383-100.0% | - |