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 |
|---|---|---|
SAVASTA AND COMPANY, INC.9+ years Service code 11 · EIN 13-3879959 | Actuarial | $540,646 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV. Service code 28 · EIN 41-1533211 | Investment Management | $480,476 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $315,189 |
Service code 11 · EIN 26-1370698 | Actuarial | $130,352 |
QUAN-VEST CONSULTANTS, INC.2 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $105,000 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $71,585 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $70,959 |
Service code 28 · EIN 13-2889432 | Investment Management | $68,856 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $54,702 |
US BANK5 years Filed as: US BANK, NA Service code 19 · EIN 31-0841368 | Securities Custodian | $49,925 |
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 12.08% | 9.32%+2.8pp | 10.53%+1.5pp | 9.30%+2.8pp |
| Employer contribution / active EE | $13,854 | $14,511-4.5% | $26,797-48.3% | $12,551+10.4% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |