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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK NA Service code 28 · EIN 13-3200244 | Investment Management | $451,584 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $100,774 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $75,553 |
SPIVAK LIPTON LLP5+ years Service code 29 · EIN 13-2841050 | Legal | $45,656 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS,INC Service code 16 · EIN 13-2646110 | Consulting | $40,000 |
COMERICA BANK2 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $29,663 |
KMR LLP5+ years Service code 10 · EIN 27-3959222 432 PARK AVE SOUTH · NEW YORK, NY 10016 | Accounting | $27,220 |
Service code 28 · EIN 98-1398083 | Investment Management | $17,425 |
Filed as: NB CROSSROADS FUND XXII PLAN ASSETS Service code 28 · EIN 82-1416879 | Investment Management | $17,000 |
ADP BROKER-DEALER4 years Filed as: ADP INC Service code 15 · EIN 22-3006057 | Recordkeeping | $12,083 |
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 8.83% | 9.58%-0.7pp | 9.52%-0.7pp | 11.45%-2.6pp |
| Employer contribution / active EE | $6,140 | $21,155-71.0% | $41,951-85.4% | $17,219-64.3% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |