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: WESTERN ASSET CORE PLUS PORTFOLIOS Service code 28 · EIN 52-1200960 | Investment Management | $29,030 |
RELIANCE TRUST COMPANY10+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $24,550 |
SAGE ADVISORY SERVICES10+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $20,798 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $11,512 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $10,131 |
LSV ASSET MANAGEMENT10+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $9,131 |
CITIBANK10+ years Filed as: CITIBANK, N.A. Service code 27 · EIN 13-6091762 | Advisory (Plan) | $0 |
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 | $24,265-100.0% | $444,773-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 9.3%-9.3pp |
| Annual return | 9.32% | 7.83%+1.5pp | 6.38%+2.9pp | 9.76%-0.4pp |
| Employer contribution / active EE | $18,580 | $11,438+62.4% | $39,647-53.1% | $12,965+43.3% |
| Participant deferral / active EE | $0 | $0 | $58-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $37,010-100.0% | $4,785-100.0% |