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 |
|---|---|---|
Service code 28 · EIN 13-5674085 | Investment Management | $79,721 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $45,935 |
MATTHEW HUGHES1 year Service code 30 · EIN 16-6028820 | Direct payment from the plan; Employe... | $28,530 |
BOLTON PARTNERS, INC.3 years Filed as: BOLTON Service code 11 1 W PENNSYLVANIA AVENUE, SUITE 600 · TOWSON, MD 21204 | Actuarial | $28,313 |
JENNIFER CHAMPION1 year Service code 30 · EIN 16-6028820 | Employee (plan); Direct payment from ... | $27,328 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $12,846 |
IA OF H&F INSULATORS LOCAL UNION 2610+ years Service code 49 · EIN 16-6093637 | Other Services | $10,399 |
ROBERT PIZZO, ESQ.10+ years Filed as: ROBERT F. PIZZO, ESQ Service code 29 · EIN 82-0553395 | Legal | $9,336 |
SCOTT DAVIGNON9 years Service code 50 · EIN 52-1210569 | Direct Payment | $7,668 |
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 | $24,265-100.0% | $141,811-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 10.4%-10.4pp |
| Annual return | 8.30% | 14.55%-6.2pp | 9.03%-0.7pp | 9.31%-1.0pp |
| Employer contribution / active EE | $14,617 | $9,807+49.0% | $26,284-44.4% | $13,179+10.9% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $940-100.0% | $4,785-100.0% |