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 |
|---|---|---|
JP MORGAN SECURITIES LLC1+ years Filed as: J.P. MORGAN RE Service code 28 · EIN 13-6038770 | Investment Management | $1,246,159 |
Filed as: GRANTHAM MAYO VAN OTTERLOO CO LLC Service code 28 · EIN 45-2174907 | Investment Management | $1,165,508 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $930,518 |
TA ASSOCIATE1+ years Service code 28 · EIN 01-0065490 | Investment Management | $698,004 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 06-6033492 | Investment Management | $634,146 |
ALINDA1+ years Service code 28 · EIN 20-3103500 | Investment Management | $478,153 |
ARONSON & JOHNSON & ORTIZ, LP1+ years Filed as: ARONSON & JOHNSON & ORTIZ LLP Service code 28 · EIN 23-2312104 | Investment Management | $447,040 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $426,450 |
AMERICAN FUNDS1+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $412,821 |
IFM INVESTORS PTY LTD1+ years Filed as: IFM GLOBAL INFRASTRUCTURE FUND Service code 28 · EIN 98-0569684 | Investment Management | $389,579 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 3 reportable transactions
Free accounts unlock saves, downloads, and 3-year history.
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $186,087-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 37.8%-37.8pp | 9.2%-9.2pp |
| Annual return | 0.33% | -0.08%+0.4pp | -2.13%+2.5pp | -0.08%+0.4pp |
| Employer contribution / active EE | $6,428 | $7,991-19.6% | $34,127-81.2% | $7,991-19.6% |
| Participant deferral / active EE | $0 | $325-100.0% | $131-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $941-100.0% | $275-100.0% |