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 |
|---|---|---|
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 14 · EIN 13-2831500 | Plan Administrator | $211,530 |
CONGRESS ASSET MANAGEMENT1+ years Service code 28 · EIN 04-2848965 | Investment Management | $134,845 |
THE SEGAL COMPANY1+ years Filed as: SEGAL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $116,876 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $60,000 |
Service code 27 · EIN 32-0016703 | Advisory (Plan) | $59,983 |
RYAN LABS ASSET MANAGEMENT1+ years Service code 28 · EIN 47-3503928 | Investment Management | $52,231 |
SCHULTE ROTH & ZABEL LLP1+ years Filed as: SCHULTE, ROTH AND ZABEL, LLP Service code 29 · EIN 13-2633996 | Legal | $47,646 |
BOYD WATTERSON ASSET MANAGEMENT1+ years Service code 28 · EIN 34-1922005 | Investment Management | $37,694 |
AMALGAMATED BANK1+ years Service code 19 · EIN 13-1566077 | Securities Custodian | $36,998 |
MANNING & RUSSO LLC1+ years Filed as: MANNING AND RUSSO, LLC Service code 29 · EIN 06-1478265 | Legal | $29,522 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.91% | 0.68%+0.2pp | -1.61%+2.5pp | -0.60%+1.5pp |
| Employer contribution / active EE | $13,612 | $10,568+28.8% | $30,840-55.9% | $12,272+10.9% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |