Filed September 2, 2016
Total covered: 33 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $342,400 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-4494650 | Investment Management | $157,665 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $90,439 |
Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $89,278 |
Filed as: ROCATON INVESTMENT ADVISORS Service code 27 · EIN 04-3638035 | Advisory (Plan) | $69,694 |
SIDLEY AUSTIN LLP1 year Service code 29 · EIN 36-4474078 | Legal | $51,026 |
FRANKLIN TEMPLETON1 year Service code 28 · EIN 94-2990534 | Investment Management | $38,016 |
NEUBERGER BERMAN1 year Service code 28 · EIN 36-4196764 | Investment Management | $17,683 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $14,334 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $9,200 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $413,253-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.8%-40.8pp | 0.0%0pp |
| Annual return | 14.88% | 17.84%-3.0pp | 8.55%+6.3pp | 17.84%-3.0pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $55,494-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $122-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $160,808-100.0% | - |