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 |
|---|---|---|
MANNING & NAPIER6+ years Filed as: MANNING AND NAPIER ADVISORS Service code 28 · EIN 16-0995736 | Investment Management | $139,827 |
NEWPORT INVESTMENTS6+ years Service code 28 · EIN 34-1625359 | Investment Management | $115,445 |
Filed as: IBEW 673 FRINGE BENEFITS FUNDS INC Service code 13 · EIN 34-1323834 | Contract Administrator | $83,834 |
ANCORA ADVISORS6+ years Service code 28 · EIN 33-1033773 | Investment Management | $66,139 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $50,000 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES INC Service code 11 · EIN 35-2156428 | Actuarial | $35,163 |
MACALA & PIATT, LLC6+ years Filed as: MACALA & PIATTA, L.L.C. Service code 29 · EIN 34-1933033 | Legal | $26,796 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 34-4208980 | Bank Trustee | $23,837 |
GALLOVIC, GRANITO, & CO LTD4 years Service code 10 · EIN 34-1723186 | Accounting | $18,575 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 52-1042410 | Insurance services | $16,590 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 12.99% | 6.95%+6.0pp | 8.01%+5.0pp | 627.08%-614.1pp |
| Employer contribution / active EE | $9,691 | $11,635-16.7% | $29,475-67.1% | $18,824-48.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |