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 |
|---|---|---|
UA LOCAL 3431+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $73,493 |
VERUS1+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $66,956 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $55,987 |
ROTHSCHILD ASSET MANAGEMENT1+ years Filed as: ROTHSCHILD ASSET MANAGEMENT INC. Service code 28 · EIN 13-2544634 | Investment Management | $42,787 |
LINDQUIST LLP1+ years Service code 10 · EIN 52-2385296 | Accounting | $39,114 |
KAUFMANN & GOBLE1+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 11 · EIN 94-2614826 | Actuarial | $32,100 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 19 · EIN 31-8041358 | Securities Custodian | $25,427 |
KRAW LAW GROUP1+ years Filed as: KRAW & KRAW LAW GROUP APC Service code 29 · EIN 32-0465891 | Legal | $20,417 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $17,379 |
Filed as: CONVERGEX GROUP, LLC Service code 33 1633 BROADWAY, 48TH FLOOR · NEW YORK, NY 10019 | Securities brokerage | $7,268 |
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 | $211,396-100.0% | $115,244-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 4.3%-4.3pp |
| Annual return | 0.44% | -1.83%+2.3pp | -1.61%+2.0pp | 2.81%-2.4pp |
| Employer contribution / active EE | $12,990 | $9,208+41.1% | $30,840-57.9% | $16,358-20.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,433-100.0% | $1,639-100.0% |