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 |
|---|---|---|
PHARO GLOBAL ADVISORS LTD3 years Service code 28 | Investment Management | $380,953 |
Service code 28 · EIN 04-2895544 | Investment Management | $283,918 |
CARY KANE LLP4+ years Service code 29 · EIN 20-1942442 | Legal | $237,953 |
SUSETTE STONE4+ years Service code 30 · EIN 13-5660090 | Direct payment from the plan; Employe... | $236,586 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $161,237 |
SDBWU LOCAL 812 UNION4+ years Service code 49 · EIN 13-5045803 | Other Services | $154,357 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ALTERNATIVE INV SERVCIES Service code 28 · EIN 13-5160382 | Investment Management | $140,309 |
GOLDMAN SACHS4+ years Filed as: CLARKSTON CAPITAL PARTNERS LLC Service code 28 · EIN 83-0473650 | Investment Management | $137,730 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $130,515 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $125,276 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $204,001-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 0.0%0pp |
| Annual return | 7.07% | 16.64%-9.6pp | -100.31%+107.4pp | 21.83%-14.8pp |
| Employer contribution / active EE | $12,093 | $7,557+60.0% | $18,686-35.3% | $12,237-1.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,604-100.0% | $1,551,325-100.0% |