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 |
|---|---|---|
Filed as: BOYD WATTERSON GSA FUND, LP Service code 28 · EIN 34-1922005 1301 EAST 9TH STREET SUITE 2900 · CLEVELAND, OH 44114 | Investment Management | $42,603 |
FITZSIMMONS ABRAMS, LLP7 years Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $22,893 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Advisory (Plan) | $21,536 |
PROSKAUER ROSE LLP6 years Service code 29 · EIN 13-1840454 ELEVIN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $19,965 |
Filed as: FIRST ACTUARIAL CONSULTING INC. Service code 11 · EIN 26-3842522 1501 BROADWAY SUITE 1728 · NEW YORK, NY 10036 | Actuarial | $18,555 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL HIGH INCOME FUND Service code 28 · EIN 45-5287411 11100 SANTA MONICA SUITE 2000 · LOS ANGELES, CA 11100 | Investment Management | $6,280 |
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 | $36,224-100.0% | $186,703-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 2.5%-2.5pp |
| Annual return | 9.42% | 9.00%+0.4pp | 8.93%+0.5pp | 8.25%+1.2pp |
| Employer contribution / active EE | $10,445 | $14,409-27.5% | $26,306-60.3% | $18,668-44.0% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $0-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $2,041-100.0% | $200-100.0% |