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 |
|---|---|---|
SLEVIN & HART, P.C.10+ years Service code 29 · EIN 52-1708613 | Legal | $91,678 |
Service code 11 · EIN 26-3842522 | Actuarial | $82,269 |
COHEN & STEERS4 years Filed as: COHEN, WEISS AND SIMON LLP Service code 20 · EIN 13-1592323 | Trustee (individual); Trustee (discre... | $55,429 |
I.E. SHAFFER & CO.9 years Filed as: IE SHAFFER & CO. Service code 14 · EIN 22-1750854 | Plan Administrator | $51,950 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $28,690 |
L.M. HENDERSON & COMPANY, LLP10+ years Service code 10 · EIN 20-5520612 | Accounting | $17,161 |
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 | $380,063-100.0% | - | $380,063-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 27.7%-27.7pp |
| Annual return | 1.07% | 18.71%-17.6pp | 16.48%-15.4pp | 15.59%-14.5pp |
| Employer contribution / active EE | $0 | $17,068-100.0% | $13,511-100.0% | $33,256-100.0% |
| Participant deferral / active EE | $0 | $0 | $64-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $21,009-100.0% | - | $21,009-100.0% |