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 |
|---|---|---|
THE MCKEOGH COMPANY10+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003373 | Actuarial | $46,356 |
NOVAK FRANCELLA LLC10+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,896 |
PATH ADMINISTRATORS10+ years Filed as: D H EVANS & ASSOCIATES DBA PATH ADM Service code 13 · EIN 46-1226464 | Contract Administrator | $19,280 |
CEMENT MASONS LOCAL 5274 years Filed as: CEMENT MASONS LOCAL 592 PENSION Service code 13 · EIN 23-1972409 | Contract Administrator | $18,756 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $13,100 |
WILLIAM C LIGETTI JR1 year Service code 20 · EIN 23-6445411 | Trustee (individual); Direct payment ... | $10,025 |
HOLROYD GELMAN, P.C.2 years Service code 29 · EIN 92-2604351 | Legal | $7,942 |
PFM ADVISORS10+ years Filed as: PFM GROUP Service code 28 · EIN 23-3087064 | Investment Management | $5,192 |
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 | $141,811-100.0% | $141,811-100.0% | $340,936-100.0% |
| Participation rate | 0.0% | 43.8%-43.8pp | 15.2%-15.2pp | 31.0%-31.0pp |
| Annual return | 2.89% | 8.47%-5.6pp | 9.03%-6.1pp | 14.18%-11.3pp |
| Employer contribution / active EE | $16,892 | $40,931-58.7% | $26,284-35.7% | $33,339-49.3% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $68-100.0% |
| Admin fee / account holder | $0 | $940-100.0% | $940-100.0% | $17,688-100.0% |