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 36-1264295 | Contract Administrator | $356,741 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $119,065 |
MARQUETTE ASSOCIATES1+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 · EIN 36-3485298 | Advisory (Plan) | $115,000 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Service code 28 · EIN 01-0614895 | Investment Management | $113,060 |
HARTMAN & ASSOCIATES1+ years Filed as: HARTMAN & ASSOCIATES, INC. Service code 11 · EIN 38-3951802 | Actuarial | $69,617 |
Filed as: CARMELL CHARONE WIDMER MOSS BARR Service code 29 · EIN 36-2738528 | Legal | $58,800 |
FRANK J BAKER & COMPANY, LTD1+ years Service code 10 · EIN 36-3086616 | Accounting | $50,693 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $36,868 |
ADAGE TECHNOLOGIES1+ years Service code 16 · EIN 36-4437241 | Consulting | $36,422 |
MICHAEL B HAFFNER1+ years Service code 14 · EIN 36-6492992 | Plan Administrator | $30,000 |
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 1.12% | -0.13%+1.3pp | -1.10%+2.2pp | 1.67%-0.6pp |
| Employer contribution / active EE | $8,535 | $11,793-27.6% | $27,248-68.7% | $10,506-18.8% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |