Filed March 8, 2017 (most recent of 4 filings on file)
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 |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $460,575 |
Service code 11 · EIN 53-0018129 | Actuarial | $377,775 |
L AND G INVESTMENT4+ years Service code 28 · EIN 27-3472226 | Investment Management | $216,668 |
MAYER HOFFMAN MCCANN P.C.4+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $98,200 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $82,579 |
AMERICAN REALTY ADVISORS1 year Filed as: BARING NORTH AMERICAN Service code 28 · EIN 51-0504477 | Investment Management | $63,549 |
Filed as: SMITH GAMBRELL Service code 29 · EIN 58-0967450 | Legal | $60,454 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS Service code 10 · EIN 13-4008324 | Accounting | $55,757 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON LONDON Service code 28 · EIN 61-6506892 | Investment Management | $53,972 |
Filed as: CLIFFON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $45,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,939,316-100.0% | $1,035,159-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 49.6%-49.6pp | 1.8%-1.8pp |
| Annual return | -5.19% | -3.37%-1.8pp | -61.72%+56.5pp | 0.19%-5.4pp |
| Employer contribution / active EE | $21,040 | $36,881-43.0% | $47,703-55.9% | $13,763+52.9% |
| Participant deferral / active EE | $0 | $10,776-100.0% | $135-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $5,792-100.0% | $426-100.0% |