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 |
|---|---|---|
TRI-STATE ADMINISTRATORS INC1+ years Filed as: TRI-STATE ADMINISTRATORS Service code 13 · EIN 23-3478819 | Contract Administrator | $292,373 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $118,853 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $72,083 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $68,325 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL Service code 27 · EIN 56-1557450 | Advisory (Plan) | $40,032 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 27 · EIN 36-4776242 | Advisory (Plan) | $39,943 |
PNC BANK, N.A.1+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $32,916 |
BARATZ & ASSOCIATES, P.A.1+ years Service code 10 · EIN 22-2212404 | Accounting | $26,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $18,500 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSON ASSET MANAGEMENT Service code 27 · EIN 13-3257590 | Advisory (Plan) | $13,312 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | 8.07% | 4.86%+3.2pp | 4.96%+3.1pp | 9.19%-1.1pp |
| Employer contribution / active EE | $1,758 | $7,571-76.8% | $29,749-94.1% | $12,608-86.1% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |