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 |
|---|---|---|
BENSERCO1+ years Filed as: BENSERCO INC. Service code 13 · EIN 13-2732561 | Contract Administrator | $274,391 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 51 · EIN 52-6257033 | Investment Mgmt Fees | $138,627 |
INVESCO1+ years Service code 51 · EIN 58-1707262 | Investment Mgmt Fees | $95,649 |
THE SEGAL COMPANY1+ years Service code 10 · EIN 13-1835864 | Accounting | $91,109 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $76,046 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Service code 29 · EIN 23-2657967 | Legal | $65,728 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $49,460 |
PICTET ASSET MANAGEMENT1+ years Filed as: PICTET ASSET MANAGEMENT LTD Service code 51 · EIN 98-0396762 | Investment Mgmt Fees | $45,349 |
Filed as: KLEIN, ZELMAN, ROTHERMEL LLP Service code 29 · EIN 13-2998136 | Legal | $43,355 |
THE SEGAL COMPANY1+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $41,123 |
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 | $14,096,330-100.0% | $192,069-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.2%-13.2pp | 0.0%0pp |
| Annual return | -1.96% | 1.67%-3.6pp | -0.79%-1.2pp | 1.67%-3.6pp |
| Employer contribution / active EE | $4,376 | $10,506-58.3% | $28,419-84.6% | $10,506-58.3% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $37-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $6,324-100.0% | $66,276-100.0% |