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 |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $47,800 |
ATALANTA SOSNOFF10+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-5150276 | Investment Management | $46,109 |
CALIBRE CPA GROUP PLLC8 years Service code 10 · EIN 47-0900880 | Accounting | $24,450 |
QUAN-VEST CONSULTANTS, INC.7 years Filed as: QUAN-VEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $18,000 |
COHEN, LEDER, MONTALBANO & GROSSMAN10+ years Service code 29 · EIN 41-2043615 | Legal | $9,350 |
MADON MALIN PC10+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,750 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,398 |
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.
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 | $33,520-100.0% | $290,873-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 27.8%-27.8pp | 2.1%-2.1pp |
| Annual return | 15.47% | 7.65%+7.8pp | 7.19%+8.3pp | 7.65%+7.8pp |
| Employer contribution / active EE | $5,193 | $20,582-74.8% | $35,958-85.6% | $20,582-74.8% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $162-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $1,724-100.0% | $193-100.0% |