Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.2+ years Filed as: BENESYS INC Service code 13 · EIN 38-2383171 | Contract Administrator | $204,163 |
NATIONAL INVESTMENT SERVICES2+ years Service code 28 · EIN 80-0169636 | Investment Management | $171,161 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $111,172 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $62,146 |
PNC BANK, N.A.1 year Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $61,011 |
JOHNSON & KROL, LLC2+ years Filed as: JOHNSON AND KROL Service code 29 · EIN 36-4342024 | Legal | $60,922 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1975125 | Actuarial | $58,934 |
JEFFERIES LLC1 year Service code 28 520 MADISON AVE, 12TH FLOOR · NEW YORK, NY 10022 | Investment Management | $35,205 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 8.90% | 12.92%-4.0pp | 10.36%-1.5pp | 17.84%-8.9pp |
| Employer contribution / active EE | $21,193 | $14,070+50.6% | $37,738-43.8% | $14,688+44.3% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |