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 |
|---|---|---|
JOINT INDUSTRY BOARD3+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $523,850 |
SMITH GRAHAM3+ years Filed as: SMITH GRAHAM & CO INV. ADV., LP Service code 28 · EIN 76-0301817 | Investment Management | $234,946 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $112,109 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODER INVESTMENT MGMT. N.A. Service code 28 · EIN 13-4064414 | Investment Management | $75,139 |
COHEN & STEERS3+ years Filed as: COHEN WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $38,019 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: DEUTSCHE BANK Service code 18 · EIN 13-6065488 | Direct payment from the plan; Custodi... | $11,729 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $9,869 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $3,556 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 8.40% | 12.17%-3.8pp | 12.88%-4.5pp | 17.84%-9.4pp |
| Employer contribution / active EE | $3,291 | $11,298-70.9% | $40,010-91.8% | $14,688-77.6% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |