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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON INVESTMENTS CORP Service code 28 201 WASHINGTON STREET · BOSTON, MA 02108 | Investment Management | $153,692 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $134,396 |
RIDGEWORTH6+ years Filed as: MONTAG & CALDWELL Service code 28 · EIN 26-3165863 | Investment Management | $107,154 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $102,746 |
Service code 28 12 GILL ST 2600 · WOBURN, MA 01801 | Investment Management | $84,184 |
GCM GROSVENOR2 years Filed as: GCM INVESTMENTS - LABOR IMPACT FUND Service code 28 900 NORTAH MICHIGAN AVENUE · CHICAGO, IL 60611 | Investment Management | $73,931 |
THE SEGAL COMPANY5 years Service code 11 · EIN 13-1835864 | Actuarial | $71,286 |
LOOMIS SAYLES3 years Service code 28 655 ATLANTIC AVE · BOSTON, MA 02111 | Investment Management | $59,801 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $51,614 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART PARTNERS Service code 28 · EIN 39-1711628 | Investment Management | $43,958 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 27.27% | 24.46%+2.8pp | 11.08%+16.2pp | 13.24%+14.0pp |
| Employer contribution / active EE | $10,980 | $11,981-8.4% | $28,418-61.4% | $14,616-24.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |