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 |
|---|---|---|
Service code 15 · EIN 11-2424843 | Recordkeeping | $98,400 |
CHEIRON4+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $58,144 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $46,106 |
KAUFF MCGUIRE & MARGOLIS LLP3 years Filed as: KAUFF MCGUIRE & MARGOLIS, LLP Service code 29 · EIN 13-3573855 | Legal | $41,720 |
Filed as: GRYPHON INVESTMENT CORP Service code 28 · EIN 98-0444411 | Investment Management | $41,176 |
NEW ENGLAND PENSION CONSULTANTS4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $40,632 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $29,850 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $23,500 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: SSGA Service code 28 ONE LINCOLN STREET, 8TH FLOOR · BOSTON, MA 02111 | Investment Management | $15,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 22 · EIN 46-0619194 | Insurance Broker | $7,668 |
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 | $18,026,966-100.0% | $192,869-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 36.2%-36.2pp | 1.8%-1.8pp |
| Annual return | -4.77% | 0.19%-5.0pp | -0.77%-4.0pp | 0.19%-5.0pp |
| Employer contribution / active EE | $3,359 | $13,763-75.6% | $29,514-88.6% | $13,763-75.6% |
| Participant deferral / active EE | $0 | $804-100.0% | $36-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $42,257-100.0% | $426-100.0% |