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 |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Filed as: LSV ASSET MANAGMENT Service code 28 · EIN 23-2772200 | Investment Management | $226,025 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $204,972 |
ARNOLD & KADJAN4+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $176,969 |
DUANE MORRIS LLP4+ years Filed as: DUANE EXLINE Service code 30 · EIN 51-6034597 | Employee (plan) | $171,763 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $138,589 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $127,517 |
BMO HARRIS BANK NA4+ years Filed as: BMO HARRIS BANK NATIONAL ASSOCIATIO Service code 19 · EIN 36-2085229 | Securities Custodian | $88,941 |
Filed as: FIDELITY INST ASSET MGMGT TRUST CO Service code 28 · EIN 04-3532603 | Investment Management | $79,326 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $66,000 |
ANGELO FEOLA3 years Service code 30 · EIN 51-6034597 | Employee (plan) | $62,698 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.24% | -0.94%-3.3pp | -2.18%-2.1pp | 33.37%-37.6pp |
| Employer contribution / active EE | $23,949 | $12,464+92.1% | $38,751-38.2% | $11,253+112.8% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |