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: MERRILL LYNCH PRIVATE BANKING Service code 18 540 W. MADISON STREET · CHICAGO, IL 60661 | Custodial (other than securities); In... | $329,180 |
THOMAS BEAL3+ years Filed as: THOMAS J. SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $207,305 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA ADVISORS Service code 51 1515 W. 22ND STREET · OAK BROOK, IL 60523 | Investment Mgmt Fees | $133,697 |
VINCENT LOMBARDI3+ years Filed as: VINCENT R. VIDMER Service code 30 · EIN 36-6527340 | Employee (plan) | $99,961 |
BRIAN FREEMAN3+ years Filed as: BRIAN REYNOLDS Service code 30 · EIN 36-6527340 | Employee (plan) | $77,850 |
WITHUMSMITH+BROWN, PC3+ years Filed as: FLORENCE MARTINEZ Service code 30 · EIN 36-6527340 | Employee (plan) | $69,436 |
HARTMAN & ASSOCIATES3+ years Filed as: HARTMAN AND ASSOCIATES Service code 11 · EIN 32-0000498 | Actuarial | $42,624 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $41,000 |
Service code 27 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 336077200 | Advisory (Plan) | $40,320 |
RONALD BLUE & COMPANY2 years Filed as: RONALD G. NEHRKE Service code 30 · EIN 36-6527340 | Employee (plan) | $40,047 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $336,864-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 4.56% | -2.85%+7.4pp | -3.29%+7.8pp | 33.37%-28.8pp |
| Employer contribution / active EE | $7,400 | $7,024+5.4% | $36,762-79.9% | $11,253-34.2% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $6,121-100.0% | $99,113-100.0% |