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 |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 270 PARK AVENUE FL 6 · NEW YORK, NY 10017 | Discretionary Trustee | $330,594 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 1177 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Investment Management | $207,747 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 TWO EXECUTIVE DRIVE · FORT LEE, NJ 07024 | Investment Management | $182,146 |
ZENITH AMERICAN SOLUTIONS2 years Service code 13 · EIN 52-1590516 140 SYLVAN AVENUE SUITE 303 · ENGLEWOOD CLIFFS, NJ 07632 | Contract Administrator | $155,811 |
IR&M INTERMEDIATE FUND LLC3 years Service code 28 · EIN 27-1810883 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $116,037 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY AIP GP LP Service code 28 · EIN 23-3060887 100 FRONT STREET SUITE 400 · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $110,107 |
OFI GLOBAL TRUST COMPANY4+ years Filed as: OFI GLOBAL TRUST CO Service code 28 · EIN 13-3459790 2 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Investment Management | $88,373 |
SPIVAK LIPTON LLP4+ years Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $78,104 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $70,769 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOC. Service code 27 · EIN 36-3485298 180 N LASALLE STREET · CHICAGO, IL 60601 | Advisory (Plan) | $70,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 1.51% | -0.94%+2.4pp | -2.18%+3.7pp | 33.37%-31.9pp |
| Employer contribution / active EE | $6,623 | $12,464-46.9% | $38,751-82.9% | $11,253-41.1% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |