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 |
|---|---|---|
SEI INVESTMENTS4+ years Filed as: SEI Service code 28 · EIN 23-1707341 | Investment Management | $219,826 |
JOSEPH W. MCCARTHY & ASSOCIATES4+ years Service code 10 · EIN 16-1120588 | Accounting | $54,734 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $51,632 |
BLITMAN & KING4+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $45,587 |
RENEE SAGER4+ years Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $42,051 |
TOBIE WEILAND4+ years Service code 30 · EIN 15-6016579 | Employee (plan); Direct payment from ... | $27,690 |
UPSTATE ADVISORS GROUP1 year Service code 16 · EIN 16-1540179 | Consulting | $14,400 |
JENNIFER KELLNER2 years Filed as: JENNIFER MARTELL Service code 30 · EIN 15-6016579 | Direct payment from the plan; Employe... | $13,256 |
WITHUMSMITH+BROWN, PC4+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $12,100 |
JBM COMPUTER CONSULTANTS4+ years Service code 16 · EIN 16-1173118 | Consulting | $11,994 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 2.69% | 33.70%-31.0pp | 14.64%-11.9pp | 53.27%-50.6pp |
| Employer contribution / active EE | $22,259 | $14,473+53.8% | $41,831-46.8% | $14,774+50.7% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |