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 |
|---|---|---|
SEI INVESTMENTS8+ years Service code 28 · EIN 25-1707341 | Investment Management | $817,865 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $125,580 |
MCNEES WALLACE & NURICK8+ years Service code 29 · EIN 23-1256003 | Legal | $84,449 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $82,397 |
SPEAR WILDERMAN8+ years Service code 29 · EIN 25-2331913 | Legal | $75,465 |
CONRAD SIEGEL8+ years Filed as: CONRAD SIEGEL CO Service code 11 · EIN 23-1669823 | Actuarial | $65,785 |
Filed as: AMERISERVE Service code 19 · EIN 25-1689052 | Securities Custodian | $56,042 |
KOSMERL & COMPANY, P.C.8+ years Service code 10 535 NORTH FIFTH STREET · READING, PA 19601 | Accounting | $40,253 |
CYPHER & CYPHER8+ years Service code 10 · EIN 25-1385288 | Accounting | $13,623 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -8.19% | -8.26%+0.1pp | -5.84%-2.3pp | 2.77%-11.0pp |
| Employer contribution / active EE | $8,836 | $12,543-29.6% | $31,839-72.2% | $15,262-42.1% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |