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 |
|---|---|---|
MANNING & NAPIER2+ years Service code 28 · EIN 16-0995736 | Investment Management | $348,758 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $63,750 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 22-1837827 | Actuarial | $46,380 |
M&T INVESTMENT GROUP2+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $40,594 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $40,551 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB REAL ESTATE ADVISORS Service code 28 · EIN 52-6257033 | Investment Management | $38,700 |
Service code 28 · EIN 22-2237421 | Investment Management | $37,320 |
BLITMAN & KING1 year Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $36,373 |
JBM COMPUTER CONSULTANTS2+ years Service code 16 · EIN 16-1173118 | Consulting | $13,691 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 8.54% | 11.78%-3.2pp | 8.32%+0.2pp | 23.90%-15.4pp |
| Employer contribution / active EE | $14,562 | $11,309+28.8% | $30,793-52.7% | $16,539-12.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |