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 |
|---|---|---|
HARBOURVEST PARTNERS LP2 years Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 98-1341541 ONE FINANCIAL CENTER 44TH FLOOR · BOSTON, MA 02111 | Investment Management | $319,034 |
BOSTON PARTNERS6+ years Service code 28 · EIN 04-3270358 | Investment Management | $277,238 |
FRONTIER CAPITAL MANAGEMENT6+ years Filed as: FRONTIER CAPITAL Service code 28 · EIN 04-2715137 | Investment Management | $256,124 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 | Investment Management | $173,192 |
MEKETA INVESTMENT GROUP4 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $171,908 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 02-6493485 | Investment Management | $167,238 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $141,595 |
LOOMIS SAYLES6+ years Service code 28 · EIN 20-8080381 | Investment Management | $122,106 |
DYAL OFFSHORE INVESTORS6+ years Service code 28 · EIN 98-0657373 | Investment Management | $111,266 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $80,684 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 13.21% | 6.82%+6.4pp | 8.01%+5.2pp | 12.86%+0.4pp |
| Employer contribution / active EE | $19,014 | $12,695+49.8% | $29,476-35.5% | $13,687+38.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |