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 |
|---|---|---|
WILSON-MCSHANE CORPORATION7 years Service code 13 · EIN 41-0956552 | Contract Administrator | $456,000 |
RIDGEWORTH5 years Filed as: KAYNE ANDERSON RUDNICK Service code 28 2000 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $136,568 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $80,864 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,000 |
LANER MUCHIN8+ years Filed as: LANER MUCHIN, LTD. Service code 29 · EIN 36-3088463 | Legal | $79,399 |
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $60,075 |
NATIONAL INVESTMENT SERVICES8+ years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 84-3937993 | Investment Management | $52,113 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $46,916 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $46,500 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $20,606 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 7.79% | 9.11%-1.3pp | 9.57%-1.8pp | 9.11%-1.3pp |
| Employer contribution / active EE | $3,066 | $12,231-74.9% | $39,814-92.3% | $12,231-74.9% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $46-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |