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: QUANTITATIVE MGMT ASSOCIATES LLC Service code 28 · EIN 33-1077887 | Investment Management | $1,491,259 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $964,293 |
JOSE COLIN4+ years Service code 14 · EIN 36-6155778 | Plan Administrator | $117,706 |
CHEIRON2 years Service code 11 · EIN 13-4215617 | Actuarial | $107,230 |
Filed as: ASHER, GITTLER & D'ALBA Service code 29 · EIN 36-2786883 | Legal | $105,615 |
LISA LINDAUER4+ years Filed as: LISA SOWINSKI Service code 30 · EIN 36-6155778 | Employee (plan) | $70,652 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $70,000 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $68,203 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD & KADJAN LLP Service code 29 · EIN 36-2498571 | Legal | $66,424 |
CJBS, LLC4+ years Filed as: CJBS Service code 10 · EIN 36-3524803 | Accounting | $57,925 |
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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | -3.47% | -1.31%-2.2pp | -0.70%-2.8pp | 33.37%-36.8pp |
| Employer contribution / active EE | $10,994 | $12,967-15.2% | $28,903-62.0% | $11,253-2.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |