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 |
|---|---|---|
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $371,246 |
DAVID ROMANO1 year Filed as: DAVID W. NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $166,736 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $137,091 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $121,989 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $70,851 |
CARY KANE LLP1 year Service code 29 · EIN 20-1942442 | Legal | $68,536 |
Service code 28 · EIN 85-0584508 | Investment Management | $45,864 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 · EIN 36-4776242 | Investment Management | $42,181 |
Filed as: WEAVER BARKSIDE & ASSOCIATES INC Service code 28 · EIN 62-1217255 | Investment Management | $24,464 |
BAHL & GAYNOR1 year Filed as: BAHL & GAYNOR INC Service code 28 · EIN 31-1297139 | Investment Management | $23,917 |
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 | $1,472,696-100.0% | $490,804-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.7%-0.7pp |
| Annual return | 12.60% | 16.75%-4.2pp | 14.84%-2.2pp | 13.24%-0.6pp |
| Employer contribution / active EE | $24,302 | $16,291+49.2% | $37,950-36.0% | $14,616+66.3% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $127-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $1-100.0% | $4,137-100.0% |