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 |
|---|---|---|
JOINT INDUSTRY BOARD6+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $798,923 |
SMITH GRAHAM2 years Filed as: SMITH & GRAHAM & CO. Service code 28 · EIN 76-0301817 | Investment Management | $186,054 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $131,519 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1835864 | Actuarial | $100,075 |
Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $82,552 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $13,458 |
AVITAR SOLUTIONS, INC.5 years Service code 49 · EIN 11-3622054 | Other Services | $13,399 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $9,222 |
VIRGINIA & AMBINDER, LLP1 year Filed as: VIRGINIA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $5,155 |
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.
Annual investment return 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 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 6.38% | 12.86%-6.5pp | 175.18%-168.8pp | 12.86%-6.5pp |
| Employer contribution / active EE | $2,897 | $13,687-78.8% | $38,590-92.5% | $13,687-78.8% |
| Participant deferral / active EE | $0 | $833-100.0% | $8-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |