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 |
|---|---|---|
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS Service code 13 · EIN 83-1544721 | Contract Administrator | $140,646 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $93,845 |
Service code 28 · EIN 34-1922005 | Investment Management | $67,969 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $43,648 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $42,500 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $36,969 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $35,606 |
Filed as: SIERRA INVESTMENTS PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $34,443 |
O'DONOGHUE & O'DONOGHUE4 years Filed as: O'DONOGHUE & O'DONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $22,066 |
ASB CAPITAL MANAGEMENT5 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $15,622 |
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.
Annual investment return 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 | $36,224-100.0% | $82,130-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 2.9%-2.9pp |
| Annual return | 2.06% | 9.01%-7.0pp | 8.99%-6.9pp | 8.39%-6.3pp |
| Employer contribution / active EE | $7,784 | $13,944-44.2% | $25,171-69.1% | $18,340-57.6% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $1-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,134-100.0% | $200-100.0% |