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 |
|---|---|---|
BENEFIT PROCESSING, INC.8+ years Filed as: BENEFIT PROCESSING INC Service code 13 · EIN 23-2204388 | Contract Administrator | $139,444 |
PNC BANK, N.A.8+ years Filed as: PNC BANK NA Service code 12 · EIN 22-1146430 | Claims processing; Custodial (securit... | $132,068 |
GAMCO ASSET MANAGEMENT8+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $100,382 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS NORTHEAST INC Service code 11 · EIN 27-3666661 9000 MIDLANTIC DR, ST 100 · MT LAUREL, NJ 08054 | Actuarial | $82,703 |
RBC WEALTH MANAGEMENT8+ years Service code 17 · EIN 41-1416330 | Pension Consulting | $70,000 |
MOUNT VERNON ASSOCIATES8+ years Service code 28 · EIN 52-1453813 | Investment Management | $69,520 |
ALGER8+ years Filed as: FRED ALGER MANAGEMENT INC Service code 28 · EIN 13-2510833 | Investment Management | $58,725 |
WALTER SCOTT & PARTNERS LIMITED8+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 98-0465834 | Investment Management | $57,500 |
BARATZ & ASSOCIATES, P.A.8+ years Service code 10 · EIN 22-2212404 | Accounting | $35,724 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 15 · EIN 23-2182079 | Recordkeeping | $28,507 |
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 | $49,831-100.0% | $218,366-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 40.0%-40.0pp | 9.9%-9.9pp |
| Annual return | -17.74% | -12.22%-5.5pp | -9.12%-8.6pp | -5.25%-12.5pp |
| Employer contribution / active EE | $3,958 | $7,394-46.5% | $36,696-89.2% | $15,161-73.9% |
| Participant deferral / active EE | $0 | $0 | $72-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $309-100.0% | $3,602-100.0% | $3,859-100.0% |