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 |
|---|---|---|
ASB CAPITAL MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT, INC. Service code 28 · EIN 80-0618452 | Investment Management | $139,596 |
CHEIRON4 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $111,188 |
Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $68,100 |
SEI INVESTMENTS5+ years Service code 28 · EIN 23-3060382 | Investment Management | $53,487 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $50,762 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $38,245 |
IBEW LOCAL 983 years Filed as: IBEW LOCAL NO 98 Service code 15 · EIN 23-0724610 | Recordkeeping | $29,083 |
Filed as: FRANK M. VACARRO & ASSOCIATES INC Service code 13 · EIN 23-2148108 | Contract Administrator | $28,373 |
CLEARY, JOSEM & TRIGIANI LLP5+ years Filed as: CLEARY, JOSEM, & TRIGIANNI LLP Service code 29 · EIN 23-2657967 | Legal | $13,939 |
PNC BANK, N.A.3 years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 15 · EIN 25-1211909 | Recordkeeping | $10,353 |
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 1.2%-1.2pp |
| Annual return | 13.32% | 10.27%+3.0pp | 10.56%+2.8pp | 53.27%-40.0pp |
| Employer contribution / active EE | $25,605 | $12,273+108.6% | $30,199-15.2% | $14,774+73.3% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |