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 |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS1+ years Service code 28 · EIN 04-2927339 | Investment Management | $114,709 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 11 · EIN 13-4008324 | Actuarial | $107,112 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 · EIN 25-1442864 | Investment Management | $84,707 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 10 · EIN 26-6493485 | Accounting | $64,646 |
QUANTITATIVE PROCESS, LLC1+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 22-1211670 | Investment Management | $57,730 |
FIRST MANHATTAN CO.1+ years Filed as: FIRST MANHATTAN Service code 28 · EIN 13-1957713 | Investment Management | $40,793 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COOMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $32,762 |
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $30,300 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 51 · EIN 04-0025081 | Investment Mgmt Fees | $10,000 |
MCCARTER & ENGLISH1+ years Service code 29 · EIN 22-1534652 | Legal | $6,123 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $74,707-100.0% | $252,559-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 15.0%-15.0pp | 50.9%-50.9pp | 4.3%-4.3pp |
| Annual return | -3.03% | -0.16%-2.9pp | -1.68%-1.3pp | 2.81%-5.8pp |
| Employer contribution / active EE | $97,236 | $33,118+193.6% | $44,959+116.3% | $16,358+494.4% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $330-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $32-100.0% | $12,994-100.0% | $1,639-100.0% |