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 |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC2+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $68,682 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $48,270 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $45,000 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $36,245 |
CONGRESS ASSET MANAGEMENT2+ years Service code 28 · EIN 04-2848965 | Investment Management | $27,814 |
EQUITY INVESTMENT CORPORATION2+ years Service code 28 · EIN 81-3721999 | Investment Management | $24,875 |
WELBY, BRADY & GREENBLATT, LLP2+ years Service code 29 · EIN 13-3864481 | Legal | $19,221 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $18,504 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $10,574 |
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 4.88% | 5.80%-0.9pp | 4.74%+0.1pp | 11.88%-7.0pp |
| Employer contribution / active EE | $19,372 | $15,506+24.9% | $36,089-46.3% | $14,612+32.6% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |