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 |
|---|---|---|
PATRICIA DEPASCALE2 years Service code 30 · EIN 13-6068885 | Direct payment from the plan; Employe... | $80,343 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $31,895 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $31,833 |
MSPC8 years Service code 10 · EIN 22-2951202 | Accounting | $31,694 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $22,014 |
SELIG MANAGEMENT, INC.10+ years Service code 49 · EIN 11-3345757 | Other Services | $20,843 |
THE SEGAL COMPANY9 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $17,547 |
AGINCOURT CAPITAL MANAGEMENT, LLC10+ years Service code 28 · EIN 54-1947440 | Investment Management | $13,756 |
ANTHONY M PONTARELLI CPA LLC10+ years Filed as: ANTHONY SIDOTI Service code 20 · EIN 13-6068885 | Trustee (individual); Direct payment ... | $12,000 |
GERALD WESBECKER10+ years Service code 20 · EIN 13-6068885 | Trustee (individual); Direct payment ... | $12,000 |
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 | $24,265-100.0% | - | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 0.0%0pp | 10.4%-10.4pp |
| Annual return | 5.89% | 9.31%-3.4pp | 5.52%+0.4pp | 9.31%-3.4pp |
| Employer contribution / active EE | $9,311 | $13,179-29.4% | $18,326-49.2% | $13,179-29.4% |
| Participant deferral / active EE | $0 | $193-100.0% | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |