Filed August 21, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $48,578 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $43,427 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $20,172 |
AMERICAN REALTY ADVISORS2+ years Filed as: NEW YORK BANKERS ASSOCIATION Service code 14 · EIN 13-1882974 | Plan Administrator | $13,282 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 25 · EIN 04-1867445 | Directed Trustee | $11,238 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.52% | 11.16%-1.6pp | 10.36%-0.8pp | 10.41%-0.9pp |
| Employer contribution / active EE | $50,847 | $16,610+206.1% | $37,738+34.7% | $14,691+246.1% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |