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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC2 years Service code 11 · EIN 27-1175487 | Actuarial | $241,661 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON BANK NA Service code 21 · EIN 25-0659306 | Bank Trustee | $119,459 |
Filed as: TRANSAMERICA Service code 28 · EIN 59-3616793 | Investment Management | $73,000 |
Service code 28 · EIN 58-6000616 | Investment Management | $62,058 |
TIM MLSNA3+ years Filed as: TIMOTHY M. MLSNA & ASSOCIATES, LTD Service code 29 · EIN 37-1186514 | Legal | $37,872 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $27,913 |
EISNERAMPER LLP2 years Filed as: EISNER AMPER Service code 10 · EIN 13-1639826 | Accounting | $25,946 |
HANDY & HARMAN LTD.1 year Filed as: HANDY & HARMAN LTD Service code 17 · EIN 13-5129420 | Pension Consulting | $25,433 |
DECHERT LLP2 years Service code 29 · EIN 23-1425587 | Legal | $23,076 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MGMT LLC Service code 28 · EIN 25-1890416 | Investment Management | $17,792 |
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 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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 6.01% | 11.50%-5.5pp | 337.46%-331.5pp | 23.90%-17.9pp |
| Employer contribution / active EE | $32,717 | $12,608+159.5% | $20,191+62.0% | $16,539+97.8% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |