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 19 · EIN 84-3937993 | Securities Custodian | $128,282 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $47,125 |
BENEFITS MANAGEMENT GROUP, INC.8+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $45,772 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $42,264 |
O'SULLIVAN ASSOCIATES2 years Service code 11 · EIN 20-8199367 | Actuarial | $35,945 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $33,216 |
JOHNSON & KROL, LLC8+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $29,238 |
AMALGAMATED BANK8+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $23,080 |
BENEFIT TRUST COMPANY1 year Service code 51 · EIN 43-0995254 | Investment Mgmt Fees | $5,966 |
US BANK8+ years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $1,016 |
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.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -6.11% | 7.15%-13.3pp | 20.18%-26.3pp | 37.74%-43.9pp |
| Employer contribution / active EE | $20,853 | $13,270+57.1% | $29,108-28.4% | $15,788+32.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |