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 |
|---|---|---|
AMERICAN FUNDS10+ years Filed as: CRESCENT CAPITAL Service code 51 · EIN 45-5287411 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Mgmt Fees | $945,397 |
Filed as: BOYD WATTERSON GSA FUND Service code 51 · EIN 45-2061717 1801 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Mgmt Fees | $174,836 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Service code 14 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Plan Administrator | $162,649 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT INC Service code 51 · EIN 41-1416330 100 S FIFTH ST · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $124,167 |
ULLICO6 years Filed as: ULLICO INFRASTRUCTURE FUND Service code 51 · EIN 90-0622302 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $111,476 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: KARPUS INVESTMENT MANAGEMENT Service code 51 · EIN 16-1290558 183 SULLYS TRAIL · PITTSFORD, NY 14534 | Investment Mgmt Fees | $66,172 |
COLUMBIA2 years Filed as: COLUMBIA THREADNEEDLE Service code 51 · EIN 35-2616036 115 S LASALLE STREET · CHICAGO, IL 60603 | Investment Mgmt Fees | $62,733 |
DAVID A. GERSON, CPA & ASSOC., PC10+ years Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 201 W PASSAIC ST · ROCHELLE PARK, NJ 07662 | Accounting | $54,416 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI ASSOCIATES Service code 11 · EIN 13-2831500 36 HOPATCHUNG ROAD · HOPATCONG, NJ 07843 | Actuarial | $51,846 |
GCM GROSVENOR5 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 51 · EIN 30-1013018 767 FIFTH AVENUE · NEW YORK, NY 10153 | Investment Mgmt Fees | $50,274 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.28% | 11.08%+1.2pp | 8.10%+4.2pp | 8.76%+3.5pp |
| Employer contribution / active EE | $15,331 | $13,910+10.2% | $28,649-46.5% | $16,650-7.9% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |