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 |
|---|---|---|
ASHLEY TILEBEIN5+ years Service code 14 · EIN 22-3163161 | Plan Administrator | $23,587 |
PIERCE, FENNER AND SMITH5+ years Filed as: PIERCE PARK GROUP Service code 28 · EIN 51-0311895 | Investment Management | $20,177 |
Filed as: ARCARA, ZUCARELLI, LENDA & STRAKA Service code 28 5214 MAIN STREET #200 · WILLIAMSVILLE, NY 14221 | Investment Management | $19,815 |
Filed as: LIPSITZ, GREEN, SCIME, CAMBRIA Service code 28 35 MAPLE ROAD · WILLIAMSVILLE, NY 14221 | Investment Management | $16,917 |
O'SULLIVAN ASSOCIATES5+ years Service code 11 · EIN 20-8199367 | Actuarial | $14,775 |
INSERO & CO. CPAS, LLP4 years Service code 10 · EIN 47-5324570 | Accounting | $10,622 |
ADAM DOWNS2 years Filed as: ADAM PESTA Service code 14 · EIN 22-3163161 | Plan Administrator | $6,478 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | -3.32% | 6.95%-10.3pp | 8.01%-11.3pp | 627.08%-630.4pp |
| Employer contribution / active EE | $11,414 | $11,635-1.9% | $29,475-61.3% | $18,824-39.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |