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 |
|---|---|---|
Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $40,000 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $17,050 |
CW BREITSMAN ASSOCIATES LLC2+ years Filed as: BREITSMAN ASSOCIATES Service code 65 · EIN 26-0664784 | Account Maintenance | $16,409 |
SAUL EWING2+ years Filed as: SAUL EWING LLP Service code 16 · EIN 23-1416352 | Consulting | $6,088 |
SISTERSON & CO. LLP2+ years Filed as: SISTERSON & CO LLP Service code 10 · EIN 25-1467156 | Accounting | $5,850 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 8.21% | 5.28%+2.9pp | 16.78%-8.6pp | 10.21%-2.0pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |