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 |
|---|---|---|
NICHOLAS ZANCZUK7 years Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $76,097 |
THE MCKEOGH COMPANY9+ years Service code 11 · EIN 23-3003375 | Actuarial | $63,999 |
Filed as: BENJAMIN MARCINKIEWICZ JR Service code 30 · EIN 23-6282827 | Employee (plan); Recordkeeping fees | $52,155 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: GRAYSTONE CONSULTING Service code 28 · EIN 26-4310632 | Investment Management | $50,650 |
SEI INVESTMENTS9+ years Filed as: COOKE & BIELER, L.P. Service code 28 · EIN 23-1392932 | Investment Management | $49,477 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $33,737 |
Service code 16 · EIN 52-1796473 | Consulting | $31,775 |
Service code 28 · EIN 04-2895544 | Investment Management | $26,281 |
BOYD WATTERSON ASSET MANAGEMENT9+ years Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $17,749 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $14,063 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $7,193,366-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 13.38% | 724.96%-711.6pp | 78.53%-65.1pp | 37.74%-24.4pp |
| Employer contribution / active EE | $8,839 | $14,638-39.6% | $31,607-72.0% | $15,788-44.0% |
| Participant deferral / active EE | $0 | $1,109-100.0% | $101-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $75,389-100.0% | $9,287-100.0% |