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 |
|---|---|---|
Filed as: PRINCIPAL ENHANCED PROPERTY FUND LP Service code 19 · EIN 20-0928198 | Securities Custodian | $406,040 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $216,704 |
FENIMORE ASSET MANAGEMENT10+ years Filed as: FENIMORE ASSET MANAGEMENT, INC. Service code 28 · EIN 14-1564237 | Investment Management | $207,690 |
STACEY BRAUN ASSOCIATES, INC.10+ years Service code 28 · EIN 13-2889432 | Investment Management | $176,448 |
ROSANNA FURIO1 year Service code 30 · EIN 13-5608135 | Employee (plan) | $153,354 |
WHITESTAR ADVISORS, LLC10+ years Service code 28 · EIN 03-0496641 | Investment Management | $92,500 |
COLUMBIA10+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $91,427 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 19 · EIN 20-8080381 | Securities Custodian | $81,333 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $80,000 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $72,898 |
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 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 7.46% | 10.00%-2.5pp | 5.04%+2.4pp | 9.30%-1.8pp |
| Employer contribution / active EE | $5,655 | $10,331-45.3% | $26,454-78.6% | $12,551-54.9% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |