Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS2+ years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $122,442 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOC INC Service code 28 · EIN 13-2889432 | Investment Management | $109,755 |
O'SULLIVAN ASSOCIATES2+ years Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 | Actuarial | $63,500 |
PIERCE, FENNER AND SMITH2+ years Filed as: PEIRCE PARK GROUP Service code 16 · EIN 51-0311895 | Consulting | $60,000 |
MSPC2+ years Service code 10 · EIN 22-2951202 | Accounting | $35,825 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $20,512 |
JBM COMPUTER CONSULTANTS2+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $12,168 |
RAYMOND J FANNER2+ years Service code 20 · EIN 45-4230673 | Trustee (individual); Direct payment ... | $8,000 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.57% | 13.03%-3.5pp | 10.36%-0.8pp | 23.90%-14.3pp |
| Employer contribution / active EE | $8,917 | $15,779-43.5% | $37,738-76.4% | $16,539-46.1% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |