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 |
|---|---|---|
CHEIRON3+ years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $195,512 |
BRYAN CAVE LLP3+ years Service code 29 · EIN 43-0602162 | Legal | $172,662 |
ROGOFF & COMPANY PC3+ years Filed as: ROGOFF & COMPANY P.C Service code 10 · EIN 13-2688836 | Accounting | $83,526 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $80,000 |
BLACKSTONE3+ years Filed as: BLACKSTONE ALTERNATIVE ASSET MANAGE Service code 51 · EIN 13-3702086 | Investment Mgmt Fees | $65,249 |
SHERI EDMUNDS3+ years Filed as: SHERI RAMEY Service code 30 · EIN 13-5511877 | Employee (plan) | $53,521 |
DEE ANNE WALKER3+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $50,974 |
PAM WILSON3+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $49,783 |
TRUDY SCHUTT3+ years Service code 30 · EIN 13-5511877 | Employee (plan) | $49,662 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, N.A Service code 24 · EIN 13-4994650 | Discretionary Trustee | $46,900 |
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 5.89% | 7.01%-1.1pp | 12.68%-6.8pp | 0.19%+5.7pp |
| Employer contribution / active EE | $4,006 | $12,638-68.3% | $22,860-82.5% | $13,763-70.9% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |