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 |
|---|---|---|
ANTHONY M PONTARELLI CPA LLC3+ years Filed as: ANTHONY SIDOTI Service code 30 · EIN 13-6068885 | Employee (plan); Direct payment from ... | $66,154 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $31,764 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $28,467 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Filed as: FIRST ACTUARIAL CONSULTING TEAM Service code 11 · EIN 26-3842522 | Actuarial | $28,000 |
SEGALL BRYANT & HAMILL3+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $26,395 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,000 |
MSPC1 year Service code 10 · EIN 22-2951202 | Accounting | $21,736 |
SELIG MANAGEMENT, INC.3+ years Service code 49 · EIN 11-3345757 | Other Services | $15,570 |
WILLIAM BLAIR3+ years Filed as: WILLIAM DISTELCAMP Service code 20 · EIN 13-6068885 | Direct payment from the plan; Trustee... | $13,430 |
Service code 28 · EIN 54-1947440 | Investment Management | $13,268 |
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 | $105,125-100.0% | $15,289-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 14.6%-14.6pp | 20.0%-20.0pp | 14.6%-14.6pp |
| Annual return | 6.04% | 10.56%-4.5pp | -4.45%+10.5pp | 10.56%-4.5pp |
| Employer contribution / active EE | $5,940 | $13,643-56.5% | $36,974-83.9% | $13,643-56.5% |
| Participant deferral / active EE | $0 | $62-100.0% | $0 | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $740-100.0% | $3,354-100.0% |