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 |
|---|---|---|
BOSTON PARTNERS1+ years Service code 28 · EIN 98-0202744 | Investment Management | $280,348 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $250,439 |
AMERICAN REALTY ADVISORS1+ years Service code 28 · EIN 33-0123114 | Investment Management | $245,001 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); So... | $228,006 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $173,445 |
OCM MEZZ III1+ years Filed as: OAKTREE ENHANCED INCOME FUND II Service code 28 · EIN 98-1151496 | Investment Management | $167,500 |
BOSTON PARTNERS1+ years Filed as: BOSTON COMPANY ASSET MANAGEMENT LLC Service code 19 · EIN 04-3404987 | Securities Custodian | $129,378 |
CBRE CLARION SECURITIES LLC1+ years Filed as: CBRE CLARION SECURITIES, LLC Service code 28 · EIN 23-2802869 | Investment Management | $126,448 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 16 · EIN 13-2646110 | Consulting | $120,913 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $109,996 |
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -0.98% | 1.67%-2.6pp | -1.08%+0.1pp | 1.67%-2.6pp |
| Employer contribution / active EE | $18,506 | $10,506+76.1% | $35,779-48.3% | $10,506+76.1% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |