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 |
|---|---|---|
LORD ABBETT2+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $82,338 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $74,898 |
MARY DELANEY CERETTO2+ years Filed as: MARY CASTROVINCI Service code 30 · EIN 22-6174132 | Direct payment from the plan; Employe... | $74,181 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL, LLC Service code 28 · EIN 20-0461050 | Investment Management | $71,769 |
Filed as: KROLL, HEINEMAN, & CARTON Service code 29 · EIN 22-2897879 | Legal | $69,666 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL COMPANY (EASTERN ST), INC Service code 11 · EIN 13-1835864 | Actuarial | $69,290 |
MD SASS2+ years Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $54,203 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $38,500 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, LLC Service code 28 · EIN 45-3328488 | Investment Management | $26,955 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 | Insurance Commissions | $21,413 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 8.10% | 11.16%-3.1pp | 10.36%-2.3pp | 10.41%-2.3pp |
| Employer contribution / active EE | $23,214 | $16,610+39.8% | $37,738-38.5% | $14,691+58.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |