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 |
|---|---|---|
COWDEN ASSOCIATES, INC.3 years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $46,489 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $31,187 |
Service code 15 · EIN 16-0834222 | Recordkeeping | $26,041 |
Filed as: LIPSITZ GREEN SCIME AND CAMBRIA LLP Service code 29 · EIN 16-0905097 | Legal | $18,368 |
Service code 10 · EIN 16-1468002 | Accounting | $17,600 |
Service code 28 · EIN 22-2237421 | Investment Management | $12,579 |
WILMINGTON TRUST1 year Service code 28 · EIN 16-1486454 | Investment Management | $6,298 |
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 | $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 | 2.51% | 6.95%-4.4pp | 8.01%-5.5pp | 627.08%-624.6pp |
| Employer contribution / active EE | $17,897 | $11,635+53.8% | $29,475-39.3% | $18,824-4.9% |
| 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% |