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: BENEFITS MANAGEMENT GROUP, INC Service code 13 · EIN 20-0188125 | Contract Administrator | $563,450 |
THE SEGAL COMPANY3 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $319,343 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $273,776 |
BOSTON PARTNERS6 years Service code 28 · EIN 98-0202744 | Investment Management | $255,145 |
AMALGAMATED BANK4 years Service code 19 1825 K ST NW · WASHINGTON, DC 20006 | Securities Custodian | $246,513 |
GLADNEY LAW GROUP4 years Service code 29 2201 WISCONSIN AVENUE · WASHINGTON, DC 20007 | Legal | $227,462 |
LAZARD ASSET MANAGEMENT6 years Service code 28 · EIN 05-0530199 | Investment Management | $209,328 |
REID & ASSOCIATES, P.C.7+ years Service code 10 · EIN 52-2283119 | Accounting | $165,416 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $150,396 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $132,385 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -6.36% | -7.95%+1.6pp | -5.85%-0.5pp | 23.41%-29.8pp |
| Employer contribution / active EE | $2,939 | $13,972-79.0% | $31,839-90.8% | $12,650-76.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |