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 |
|---|---|---|
DISABATO ADVISERS, LLC1+ years Filed as: DISABATO ADVISORS, LLC Service code 27 · EIN 35-2323525 | Advisory (Plan) | $387,500 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL CORP Service code 10 · EIN 13-2600875 | Accounting | $55,994 |
STARK, REGAN, P.C.1+ years Filed as: STARK, REAGAN, PC Service code 29 · EIN 38-2016225 | Legal | $27,086 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $24,000 |
Service code 10 · EIN 38-2284921 | Accounting | $11,000 |
MEKETA INVESTMENT GROUP1+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $7,500 |
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | -1.90% | -1.83%-0.1pp | -1.61%-0.3pp | 2.81%-4.7pp |
| Employer contribution / active EE | $10,579 | $9,208+14.9% | $30,840-65.7% | $16,358-35.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |