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 |
|---|---|---|
Service code 13 · EIN 52-0815348 | Contract Administrator | $415,493 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $145,897 |
ASB CAPITAL MANAGEMENT1 year Service code 28 · EIN 80-0618452 | Investment Management | $49,964 |
MARQUETTE ASSOCIATES3+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 36-3485298 | Advisory (Plan) | $45,107 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $29,785 |
ULLICO3+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $27,410 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $26,855 |
Filed as: MOONEY GREEN SAIDON MURPHY & WELCH Service code 29 · EIN 52-1958229 | Legal | $24,034 |
SALTER & COMPANY, LLC2 years Filed as: SALTER & COMPANY Service code 10 | Accounting | $15,532 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,391 |
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.18% | 12.52%+1.7pp | 9.39%+4.8pp | 23.90%-9.7pp |
| Employer contribution / active EE | $19,814 | $13,977+41.8% | $33,466-40.8% | $16,539+19.8% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |