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 |
|---|---|---|
IABSORIW2+ years Service code 50 · EIN 43-0337330 | Direct Payment | $319,782 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $187,651 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE COMPANY Service code 28 · EIN 13-1423090 | Investment Management | $155,831 |
MD SASS1 year Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $86,473 |
Filed as: HARTNETT, GLADNEY, HETTERMAN, LLC Service code 29 · EIN 43-1205253 | Legal | $81,727 |
BOND BROTHERS2+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $81,400 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $75,672 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $67,566 |
KENNETH RYAN1 year Filed as: KENNETH KOTWAS Service code 15 1453 JAMESON PLACE · CROFTON, MD 21114 | Recordkeeping | $65,520 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 45-3328488 | Investment Management | $14,390 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant 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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 11.28% | 4.82%+6.5pp | 3.97%+7.3pp | 7.18%+4.1pp |
| Employer contribution / active EE | $26,846 | $12,725+111.0% | $28,168-4.7% | $13,095+105.0% |
| Participant deferral / active EE | $62 | $526-88.2% | $274-77.4% | $385-83.9% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |