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 |
|---|---|---|
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D BILLER AND ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $128,088 |
BENESYS, INC.4 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $112,476 |
MILLIMAN, INC.4 years Service code 11 · EIN 91-0675641 | Actuarial | $61,310 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $49,861 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $30,439 |
WEINBERG, ROGER & ROSENFELD10+ years Service code 29 · EIN 94-2458080 | Legal | $10,088 |
CARPENTER MORSE GROUP4 years Filed as: CARPENTER FUNDS ADMINISTRATIVE Service code 15 · EIN 94-1557079 | Recordkeeping | $6,901 |
SMART SOURCE LLC1 year Service code 49 · EIN 30-0830429 | Other Services | $5,880 |
COMERICA BANK1 year Filed as: COMERICA Service code 49 · EIN 42-1741646 | Other Services | $5,332 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $84,245-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 8.90% | 10.20%-1.3pp | 1.43%+7.5pp | 10.20%-1.3pp |
| Employer contribution / active EE | $4,851 | $15,145-68.0% | $17,287-71.9% | $15,145-68.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $0 | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $380-100.0% | - |