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 |
|---|---|---|
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $101,678 |
GINA ENGLEMAN2 years Service code 30 · EIN 31-6171353 | Direct payment from the plan; Employe... | $56,568 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $31,997 |
CUNI, RUST & STRENK3+ years Filed as: CUNI RUST & STRENK Service code 11 · EIN 31-1227755 | Actuarial | $28,825 |
PNC BANK, N.A.3+ years Filed as: PNC INSTITUTIONAL INVESTMENTS Service code 19 · EIN 22-1146430 | Securities Custodian | $28,504 |
Filed as: ARTHUR J GALLAGHER Service code 22 · EIN 36-2481781 | Insurance Broker | $21,499 |
Service code 10 · EIN 31-0800053 | Accounting | $21,087 |
ASCENSUS LLC3+ years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $20,166 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB ALLEGIANA REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $15,781 |
PITNEY BOWES2 years Filed as: PITNEY BOWES INC. Service code 49 3001 SUMMER ST. · STAMFORD, CT 06926 | Other Services | $11,234 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.28% | 11.78%+0.5pp | 8.32%+4.0pp | 23.90%-11.6pp |
| Employer contribution / active EE | $14,857 | $11,309+31.4% | $30,793-51.8% | $16,539-10.2% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |