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 |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $275,279 |
TIBURON CAPITAL MANAGEMENT1+ years Service code 28 · EIN 27-1236512 | Investment Management | $218,425 |
GRAY CO GLOBAL ADVISORS1+ years Service code 27 · EIN 58-2116514 | Advisory (Plan) | $144,085 |
GOLDMAN SACHS1+ years Filed as: LOMBARDIA CAPITAL LLC Service code 28 · EIN 13-4034639 | Investment Management | $130,379 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 50 · EIN 13-5160382 | Direct Payment | $93,894 |
PRECIOSA LAVRADOR1+ years Service code 30 · EIN 22-3095464 | Employee (plan) | $92,485 |
BARBARA GILL1+ years Filed as: BARBARA SMALL Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $82,105 |
FOX ROTHSCHILD LLP1+ years Service code 29 · EIN 23-1404723 | Legal | $75,282 |
JERRY VITA1+ years Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $73,110 |
SAXBST LLP1+ years Service code 10 · EIN 46-4001827 | Accounting | $65,876 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -0.50% | -0.09%-0.4pp | -0.81%+0.3pp | 1.67%-2.2pp |
| Employer contribution / active EE | $2,949 | $11,440-74.2% | $38,425-92.3% | $10,506-71.9% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |