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 |
|---|---|---|
NEW CENTURY ADVISORS LLC8+ years Service code 28 · EIN 27-0004136 2 WISCONSIN CIRCLE · CHEVY CHASE, MD 20815 | Investment Management | $182,366 |
WESTWOOD TRUST8+ years Service code 28 · EIN 75-1447785 200 CRESENT COURT SUITE 1200 · DALLAS, TX 75201 | Investment Management | $164,144 |
Filed as: SILVERCREST ASSET MANAGEMENT GROUP, Service code 28 · EIN 13-4194623 1330 AVENUE OF THE AMERICAS, 38TH F · NEW YORK, NY 10019 | Investment Management | $158,060 |
MPC CAPITAL ADVISORS LLC8+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $61,576 |
BLITMAN & KING4 years Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY RD, 2ND FLOOR · LATHAM, NY 121102424 | Legal | $43,086 |
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE SUITE 100 · MT LAUREL, NJ 08054 | Actuarial | $41,300 |
Filed as: MENGEL, METZGER, BARR, AND CO., LLP Service code 10 · EIN 16-1092347 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $36,360 |
OCM MEZZ III5 years Filed as: OAKTREE SENIOR LOAN FUND Service code 28 · EIN 26-2180715 333 SOUTH GRAND AVE, 28TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $31,139 |
RYAN HEIMROTH2 years Service code 14 · EIN 91-2055384 18 AVIS DRIVE · LATHAM, NY 121102605 | Plan Administrator | $28,770 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -3.19% | 7.15%-10.3pp | 20.18%-23.4pp | 37.77%-41.0pp |
| Employer contribution / active EE | $18,648 | $13,270+40.5% | $29,108-35.9% | $15,798+18.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |