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 |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT1+ years Filed as: KENNEDY, JENNIK & MURRAY Service code 29 · EIN 25-1919594 | Legal | $493,650 |
GCM GROSVENOR1+ years Filed as: GROSVENOR Service code 28 900 N MICHIGAN AV STE1100 · CHICAGO, IL 60611 | Investment Management | $173,037 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $156,939 |
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON I.E. GROUP TRUST Service code 28 · EIN 26-6493485 | Investment Management | $121,035 |
RBC GLOBAL ASSET MANAGEMENT1+ years Filed as: RBC GLOBAL ASSET MGT Service code 28 · EIN 41-1460668 | Investment Management | $117,321 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL Service code 28 1251 AVE OF AMERICAS 4600 · NEW YORK, NY 10020 | Investment Management | $105,666 |
AUDIT AND TAX SOLUTIONS1+ years Filed as: AUDIT ASSOCIATES, INC Service code 10 · EIN 11-3524314 | Accounting | $93,387 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 | Investment Management | $82,394 |
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA SOSNOFF CAPITAL Service code 28 101 PARK AVENUE 6TH FLOOR · NEW YORK, NY 10178 | Investment Management | $74,489 |
SILVANA BALDO1+ years Service code 14 · EIN 13-5629824 | Plan Administrator | $73,782 |
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 1.79% | -0.09%+1.9pp | -0.81%+2.6pp | 1.67%+0.1pp |
| Employer contribution / active EE | $19,058 | $11,440+66.6% | $38,425-50.4% | $10,506+81.4% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |