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 |
|---|---|---|
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 20-1641876 | Bank Trustee | $344,916 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MGMT Service code 51 · EIN 22-3367558 | Investment Mgmt Fees | $261,181 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: STONERIDGE INVESTMENT PARTNERS LLC Service code 28 · EIN 25-1841566 | Investment Management | $259,670 |
OLD GLORY ASSET MANAGEMENT2+ years Service code 28 · EIN 90-0065134 | Investment Management | $256,994 |
RCP ADVISORS LLC2+ years Service code 28 · EIN 36-4465125 | Investment Management | $225,371 |
Filed as: DENNIS SIRAVO Service code 30 · EIN 23-1494364 | Employee (plan); Direct payment from ... | $222,834 |
JOE MOSKAUSKI2+ years Filed as: JOE HAZEWSKI III Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $218,346 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $209,500 |
CHRISTOPHER DOWNEY2+ years Service code 30 · EIN 23-1494364 | Direct payment from the plan; Employe... | $152,575 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $135,487 |
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 | $0 | $186,737-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.3%-31.3pp | 0.0%0pp |
| Annual return | 11.30% | 17.84%-6.5pp | 7.90%+3.4pp | 17.84%-6.5pp |
| Employer contribution / active EE | $22,290 | $14,688+51.8% | $41,695-46.5% | $14,688+51.8% |
| Participant deferral / active EE | $0 | $770-100.0% | $47-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $811-100.0% | - |