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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $1,147,762 |
ATALANTA SOSNOFF7+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $1,128,860 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $783,109 |
BHMS7+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $708,825 |
Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $637,475 |
BLACKROCK5 years Service code 28 | Investment Management | $539,691 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 PO BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $513,665 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $501,510 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $343,000 |
MELVIN FEDER7+ years Service code 29 · EIN 13-3593661 | Legal | $313,800 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 12.61% | 19.39%-6.8pp | 11.08%+1.5pp | 19.39%-6.8pp |
| Employer contribution / active EE | $23,385 | $8,446+176.9% | $28,418-17.7% | $8,446+176.9% |
| Participant deferral / active EE | $0 | $353-100.0% | $86-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |