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 |
|---|---|---|
NEBA9+ years Filed as: NEBA INC. Service code 13 · EIN 65-0498809 | Contract Administrator | $96,051 |
SUGARMAN & SUSSKIND PA1 year Filed as: SUGARMAN & SUSSKIND, P.A Service code 29 · EIN 59-2539792 | Legal | $77,193 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 642 NEWTON YARDLEY ROAD · NEWTON, PA 18940 | Advisory (Plan) | $60,000 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $58,554 |
Service code 28 · EIN 57-1150899 | Investment Management | $24,278 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $24,004 |
NEWTOWER TRUST COMPANY1 year Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $22,359 |
SAGE ADVISORY SERVICES1 year Service code 27 5900 SW PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $21,892 |
Filed as: HARDMAN JOHNSTON INTERNATIONAL EQUI Service code 28 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Management | $17,398 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MANAGEMENT, Service code 28 · EIN 57-1156902 | Investment Management | $12,720 |
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 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | 4.95% | 8.17%-3.2pp | 9.14%-4.2pp | 7.65%-2.7pp |
| Employer contribution / active EE | $5,925 | $16,702-64.5% | $40,523-85.4% | $20,582-71.2% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |