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 |
|---|---|---|
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA ADVISORS Service code 51 1515 W. 22ND STREET · OAK BROOK, IL 60523 | Investment Mgmt Fees | $133,433 |
Filed as: MERRILL LYNCH PRIVATE BANKING Service code 18 540 W. MADISON STREET · CHICAGO, IL 60661 | Securities brokerage commissions and ... | $114,518 |
Service code 51 · EIN 83-0689199 | Investment Mgmt Fees | $74,571 |
LIQUOR WORKERS LOCAL 34+ years Service code 49 · EIN 36-4044987 | Other Services | $55,231 |
THOMAS BEAL4+ years Filed as: THOMAS J. SLOTA Service code 30 · EIN 36-6527340 | Employee (plan) | $53,381 |
Service code 27 · EIN 59-3331424 3030 NORTH ROCKY POINT DRIVE WEST · TAMPA, FL 336077200 | Advisory (Plan) | $48,720 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $43,500 |
VINCENT LOMBARDI4+ years Filed as: VINCENT R. VIDMER Service code 30 · EIN 36-6527340 | Employee (plan) | $33,977 |
HARTMAN & ASSOCIATES4+ years Filed as: HARTMAN AND ASSOCIATES Service code 11 · EIN 32-0000498 | Actuarial | $26,581 |
FIRST MIDWEST BANK4+ years Filed as: FIRST MIDWEST BANK AND TRUST Service code 21 · EIN 36-2040807 | Bank Trustee | $21,683 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 2.81% | 15.89%-13.1pp | 10.78%-8.0pp | 21.83%-19.0pp |
| Employer contribution / active EE | $7,719 | $10,104-23.6% | $41,857-81.6% | $12,237-36.9% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |