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: FM VACCARO & ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $72,000 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $49,498 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS INC Service code 28 · EIN 45-3328488 | Investment Management | $29,652 |
STANDARD VALUATIONS2+ years Filed as: STANDARD VALUATION Service code 28 · EIN 41-1327339 | Investment Management | $27,800 |
COWDEN ASSOCIATES, INC.2+ years Filed as: COWDEN ASSOCIATES, INC Service code 11 · EIN 25-1750131 | Actuarial | $24,880 |
MAIRS & POWER, INC.2+ years Filed as: MAIRS AND POWER Service code 27 · EIN 41-0844499 | Advisory (Plan) | $21,345 |
WESBANCO INC.2+ years Filed as: WESBANCO Service code 19 · EIN 55-0143590 | Securities Custodian | $15,700 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $14,411 |
ESTABROOK CAPITAL MANAGEMENT LLC2+ years Service code 28 · EIN 20-0232647 | Investment Management | $12,977 |
JOHN F. DASCOLI, PLLC2+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $8,490 |
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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 8.39% | 5.80%+2.6pp | 4.74%+3.7pp | 11.88%-3.5pp |
| Employer contribution / active EE | $7,112 | $15,506-54.1% | $36,089-80.3% | $14,612-51.3% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |