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 |
|---|---|---|
FOSTER & FOSTER5 years Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 59-1921114 | Actuarial | $69,711 |
INVESTMENT CONSULTING SERVICES, LLC10+ years Filed as: INVESTMENT CONSULTING SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $62,840 |
DICLAUDIO & KRAMER, LLC10+ years Service code 10 · EIN 27-0889793 | Accounting | $57,265 |
MEYER, UNKOVIC & SCOTT10+ years Service code 29 · EIN 25-1008021 | Legal | $40,742 |
PNC BANK, N.A.10+ years Filed as: PNC ADVISORS Service code 19 · EIN 25-1197336 | Securities Custodian | $21,277 |
Filed as: LOGAN, METTLEY & NEWCOMER, PLC Service code 29 · EIN 33-1365351 | Legal | $21,014 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 574.02% | 10.20%+563.8pp | 26.13%+547.9pp | 10.20%+563.8pp |
| Employer contribution / active EE | $21,843 | $15,145+44.2% | $28,248-22.7% | $15,145+44.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $101-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |