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 |
|---|---|---|
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $275,000 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $271,270 |
IFM INVESTORS PTY LTD3 years Filed as: IFM INVESTORS PTY LTD. Service code 28 | Investment Management | $265,237 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $136,723 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $132,826 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $52,284 |
Service code 28 · EIN 36-1561860 | Investment Management | $47,862 |
GORFINE SCHILLER & GARDYN PA10+ years Service code 10 · EIN 52-1231901 | Accounting | $45,000 |
IOMM&P10+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $42,446 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $42,184 |
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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.11% | 8.51%-0.4pp | 10.53%-2.4pp | 8.76%-0.7pp |
| Employer contribution / active EE | $20,306 | $16,216+25.2% | $26,797-24.2% | $16,664+21.9% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |