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 |
|---|---|---|
MEBA MEDICAL AND BENEFITS PLAN1+ years Service code 15 · EIN 13-5590515 | Recordkeeping | $1,199,146 |
SLEVIN & HART, P.C.1+ years Service code 29 · EIN 52-1708613 | Legal | $651,289 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $458,651 |
Filed as: PRUDENTIAL RETIREM INS & ANNUITY CO Service code 13 · EIN 22-1211670 | Contract Administrator | $431,573 |
RIDGEWORTH1+ years Filed as: SEIX INVESTMENT ADVISORS LLC Service code 28 · EIN 26-1483110 | Investment Management | $408,734 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 13 · EIN 13-5581829 | Contract Administrator | $326,511 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $307,974 |
PINNACLE ASSOCIATES LTD1+ years Service code 28 · EIN 13-3220717 | Investment Management | $207,288 |
LPC COMMERCIAL SERVICES, INC1+ years Service code 49 · EIN 75-2346734 | Other Services | $201,253 |
GLOBEFLEX CAPITAL LP1+ years Filed as: GLOBEFLEX CAPITAL, LP Service code 28 · EIN 33-0597629 | Investment Management | $155,613 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 3 reportable transactions
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | 7.43% | -0.13%+7.6pp | -1.10%+8.5pp | 1.67%+5.8pp |
| Employer contribution / active EE | $13,163 | $11,793+11.6% | $27,248-51.7% | $10,506+25.3% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |