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 |
|---|---|---|
BENESYS, INC.5+ years Service code 10 · EIN 38-2383171 | Accounting | $113,128 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 W 34TH STREET, 5TH FLOOR · NEW YORK, NY 10001 | Advisory (Plan) | $91,595 |
PNC BANK, N.A.5+ years Filed as: PNC Service code 26 · EIN 25-1211909 | Advisory (Participants) | $88,775 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 27 260 FRANKLIN ST · BOSTON, MA 02110 | Advisory (Plan) | $61,753 |
WATKINS ROSS5+ years Filed as: WATKINS, ROSS & COMPANY Service code 11 · EIN 38-1477362 | Actuarial | $30,850 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & CO. Service code 28 · EIN 84-6391546 | Investment Management | $30,638 |
DIMENSIONAL FUND ADVISORS5+ years Service code 28 · EIN 23-6819730 | Investment Management | $29,838 |
KOTZ, SANGSTER, WYSOCKI PC5+ years Service code 29 · EIN 38-2868807 | Legal | $28,604 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $22,500 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $20,411 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 17.74% | 13.58%+4.2pp | 18.06%-0.3pp | 13.59%+4.2pp |
| Employer contribution / active EE | $1,484 | $15,445-90.4% | $30,411-95.1% | $14,592-89.8% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |