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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT1+ years Service code 27 · EIN 90-0065134 | Advisory (Plan) | $81,799 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS SERVICE, INC. Service code 27 440 WHEELERS FARMS ROAD · MILFORD, CT 06461 | Advisory (Plan) | $45,633 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 13-2919773 | Investment Management | $40,000 |
JOHN DULCZAK1+ years Service code 30 · EIN 23-6527213 | Employee (plan) | $38,718 |
TD WEALTH MANAGEMENT1+ years Service code 19 1006 ASTORIA BLVD. · CHERRY HILL, NJ 08034 | Securities Custodian | $38,676 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $35,035 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 27 1760 MARKET STREET · PHILADELPHIA, PA 19103 | Advisory (Plan) | $20,165 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 27 101 PARK AVENUE · NEW YORK, NY 10178 | Advisory (Plan) | $18,194 |
FISCHER DORWART, P.C.1+ years Service code 10 · EIN 23-2247478 | Accounting | $13,500 |
FRANK M. VACCARO & ASSOCIATES1+ years Filed as: FRANK VACARRO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $8,259 |
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.88% | -1.13%+0.3pp | -0.81%-0.1pp | 2.81%-3.7pp |
| Employer contribution / active EE | $4,777 | $14,981-68.1% | $38,425-87.6% | $16,358-70.8% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |