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 |
|---|---|---|
BOLTON PARTNERS, INC.6+ years Filed as: BOLTON PARTNERS, LLC Service code 11 · EIN 52-1231144 | Actuarial | $77,075 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $57,669 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FL · SILVER SPRING, MD 20910 | Investment Management | $50,135 |
Filed as: REYNOLDS INV. CONSULTING SERVICES Service code 27 · EIN 20-1899564 25 NEWBRIDGE ROAD, SUITE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $30,000 |
WEYRICH, CRONIN & SORRA, LLC4 years Service code 10 · EIN 81-4643077 20 WIGHT AVENUE, SUITE 210 · HUNT VALLEY, MD 21030 | Accounting | $29,133 |
WILMINGTON TRUST4 years Service code 19 · EIN 16-0538020 | Securities Custodian | $23,243 |
BENESYS, INC.6+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 23 · EIN 23-2182079 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Insurance services | $18,732 |
FAMOUS & SPANG ASSOCIATES6+ years Service code 23 · EIN 52-1202946 200 W. BELAIR AVE. · ABERDEEN, MD 21001 | Insurance services | $16,600 |
ABATO, RUBENSTEIN & ABATO4 years Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $14,477 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $10,367 |
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 | $2,822,362-100.0% | - | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 0.0%0pp | 0.6%-0.6pp |
| Annual return | 7.64% | 11.45%-3.8pp | 6.53%+1.1pp | 11.45%-3.8pp |
| Employer contribution / active EE | $5,650 | $17,219-67.2% | $36,884-84.7% | $17,219-67.2% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | - | $15,480-100.0% |