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 INC4+ years Filed as: TRI-STATE ADMINISTRATORS Service code 10 · EIN 23-3478819 | Accounting | $276,010 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $120,600 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 27 · EIN 80-0618452 | Advisory (Plan) | $78,880 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 27 · EIN 36-4776242 | Advisory (Plan) | $44,422 |
WEDGE CAPITAL MANAGEMENT4+ years Filed as: WEDGE CAPITAL Service code 27 · EIN 56-1557450 | Advisory (Plan) | $41,681 |
PNC BANK, N.A.4+ years Filed as: PNC Service code 19 · EIN 25-1211909 | Securities Custodian | $41,093 |
BARATZ & ASSOCIATES, P.A.4+ years Service code 10 · EIN 22-2212404 | Accounting | $28,500 |
J.A. MARIANO AGENCY1 year Filed as: J A MARIANO AGENCY Service code 22 PO BOX 390 · ROSENHAYN, NJ 08352 | Insurance Broker | $21,250 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $18,500 |
JOHNSTON ASSET MANAGEMENT3 years Service code 27 · EIN 13-3257590 | Advisory (Plan) | $18,245 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $177,834-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.5%-39.5pp | 0.0%0pp |
| Annual return | 1.62% | 15.03%-13.4pp | 11.67%-10.1pp | 21.83%-20.2pp |
| Employer contribution / active EE | $2,595 | $3,206-19.1% | $28,376-90.9% | $12,237-78.8% |
| Participant deferral / active EE | $0 | $0 | $46-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $15,617-100.0% | $1,551,325-100.0% |