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 |
|---|---|---|
TENJ WELFARE FUND7+ years Service code 49 · EIN 22-1461069 | Other Services | $553,206 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $284,245 |
DAVID ROMANO1 year Filed as: DAVID W. NEW, PC Service code 29 · EIN 22-2553368 | Legal | $216,418 |
Service code 29 · EIN 41-2044610 | Legal | $112,262 |
Filed as: INNOVATIVE SOFTWARE SOLUTION Service code 49 · EIN 23-2182079 | Other Services | $58,462 |
THE SEGAL COMPANY7+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $37,800 |
JENDA TECHNOLOGY LLC6 years Service code 49 · EIN 45-5401009 | Other Services | $24,036 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY WEALTH MANAGEMENT Service code 27 · EIN 26-4310632 | Advisory (Plan) | $11,250 |
SAGE ADVISORY SERVICES6 years Filed as: SAGE ADVISORY SERVICES, LTD, CO. Service code 27 · EIN 74-2798841 | Advisory (Plan) | $6,034 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 40.10% | 11.84%+28.3pp | 8.95%+31.2pp | 13.24%+26.9pp |
| Employer contribution / active EE | $20,596 | $12,426+65.7% | $46,559-55.8% | $14,616+40.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |