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 |
|---|---|---|
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $150,610 |
TENJ WELFARE FUND10+ years Service code 49 · EIN 22-1461069 | Other Services | $110,064 |
Service code 29 · EIN 41-2044610 | Legal | $74,239 |
SAGE ADVISORY SERVICES9 years Service code 28 · EIN 74-2798841 | Investment Management | $41,273 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 4400 POST OAK PKWY · HOUSTON, TX 77027 | Accounting | $31,479 |
AMALGAMATED BANK8 years Service code 19 · EIN 13-4920330 | Securities Custodian | $17,787 |
BOSTON PARTNERS1 year Service code 26 · EIN 98-0202744 1 BEACON STREET, 30TH FL · BOSTON, MA 02108 | Advisory (Participants) | $13,187 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 27 · EIN 36-4776242 | Advisory (Plan) | $8,231 |
Service code 49 · EIN 52-1796473 | Other Services | $6,574 |
STATE STREET GLOBAL ADVISORS10+ years Service code 27 1 IRON ST · BOSTON, MA 02210 | Advisory (Plan) | $5,158 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 5.68% | 8.51%-2.8pp | 10.52%-4.8pp | 8.76%-3.1pp |
| Employer contribution / active EE | $12,763 | $16,216-21.3% | $26,749-52.3% | $16,650-23.3% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |