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 |
|---|---|---|
PEOPLES UNITED BANK7+ years Service code 19 · EIN 06-1213065 | Securities Custodian | $296,818 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $158,961 |
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $121,000 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY,LL Service code 23 · EIN 94-1709555 | Insurance services; Direct payment fr... | $79,453 |
JEFFREY SLOCUM & ASSOCIATES3 years Filed as: JEFFREY H. LERER ESQ Service code 23 155 SEAPORT BLVD · BOSTON, MA 02110 | Insurance services; Direct payment fr... | $78,654 |
ROBERT HALF2 years Filed as: ACCOUNTEMPS/ROBERT HALF Service code 15 · EIN 94-1648752 | Recordkeeping | $70,838 |
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $51,248 |
EMPLOYEE FIDUCIARY, LLC7+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Employee (plan); Direct payment from ... | $47,037 |
MANZI & ASSOCIATES, LLC7+ years Filed as: MANZI & ASSOCIATES LLC Service code 10 · EIN 04-3508036 | Accounting | $44,045 |
TAYLOR SECURITIES7+ years Filed as: TAYLOR ENTERPRISES Service code 15 7305 ONATE CT NE · ALBUQUERQUE, NM 87109 | Recordkeeping | $18,772 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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 | $444,552-100.0% | $291,448-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 28.6%-28.6pp | 3.7%-3.7pp |
| Annual return | 8.30% | 15.63%-7.3pp | 6.39%+1.9pp | 15.63%-7.3pp |
| Employer contribution / active EE | $2,236 | $11,476-80.5% | $30,371-92.6% | $11,476-80.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $24-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $7,637-100.0% | $429-100.0% |