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 |
|---|---|---|
Filed as: QS INVESTORS LLC Service code 28 · EIN 52-1200960 | Investment Management | $301,944 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $188,245 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $185,683 |
BLACKSTONE2+ years Filed as: BLACKSTONE ALTERN ASSET MGMT LP Service code 28 · EIN 13-3702086 | Investment Management | $184,161 |
Filed as: BARINGS REAL ESTATE ADVISORS LLC Service code 28 · EIN 04-1590850 | Investment Management | $182,132 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT MGMT LLC Service code 28 · EIN 20-5319476 | Investment Management | $151,621 |
Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $144,875 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $137,980 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $133,712 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $121,853 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 5.01% | 6.13%-1.1pp | 4.74%+0.3pp | 9.19%-4.2pp |
| Employer contribution / active EE | $11,331 | $10,206+11.0% | $36,089-68.6% | $12,608-10.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |