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 REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $104,547 |
TIMOTHY R HOTT PC1+ years Filed as: TIMOTHY R. HOTT, PC Service code 29 · EIN 22-3724341 | Legal | $80,719 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $73,750 |
MARIA CATENACCI1+ years Service code 30 · EIN 22-6172237 | Employee (plan) | $73,619 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $65,986 |
INVESTMENT PERFORMANCE SERVICES1+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $64,000 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $57,336 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $53,575 |
WESTFIELD CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0175963 | Investment Management | $45,657 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $43,263 |
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 | $211,396-100.0% | $253,870-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 4.3%-4.3pp |
| Annual return | 2.68% | -1.11%+3.8pp | -1.10%+3.8pp | 2.81%-0.1pp |
| Employer contribution / active EE | $26,469 | $19,191+37.9% | $27,248-2.9% | $16,358+61.8% |
| Participant deferral / active EE | $0 | $1,024-100.0% | $105-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $702,575-100.0% | $1,639-100.0% |