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: SAVASTA AND COMPANY,INC Service code 13 · EIN 13-3879959 | Contract Administrator | $524,067 |
COLUMBIA4+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $466,419 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $342,344 |
BERNZOTT CAPITAL ADVISORS4+ years Service code 28 · EIN 77-0464710 | Investment Management | $221,394 |
QUANTITATIVE PROCESS, LLC4+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 22-1211670 | Investment Management | $152,413 |
Filed as: SAVASTA AND COMPANY, INC Service code 11 · EIN 13-3879959 | Actuarial | $123,684 |
Filed as: MORGAN,LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $106,997 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $100,000 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $76,870 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $46,386 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 5.45% | 15.22%-9.8pp | 16.32%-10.9pp | 21.83%-16.4pp |
| Employer contribution / active EE | $10,351 | $15,831-34.6% | $31,806-67.5% | $12,237-15.4% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |