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 |
|---|---|---|
ACCOUNTING DEPARTMENT7+ years Filed as: MIS DEPARTMENT Service code 30 · EIN 13-6414972 | Employee (plan); Direct payment from ... | $1,930,237 |
Filed as: J. P. MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $1,484,067 |
ACCOUNTING DEPARTMENT7+ years Filed as: CONTRIBUTION SERVICES DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $1,200,618 |
Filed as: WCM INVESTMENT MANAGEMENT Service code 50 · EIN 95-3046237 | Direct Payment | $1,001,959 |
Filed as: GRANTHAM MAYO VAN OTTERLOO CO LLC ( Service code 28 · EIN 41-6257136 | Investment Management | $974,771 |
Filed as: CONSTITUTION CAPITAL Service code 28 · EIN 74-3246212 | Investment Management | $824,554 |
EXECUTIVE INSURANCE AGENCY INC7+ years Filed as: EXECUTIVE DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $740,375 |
STRATEGIC INVESTORS FUND1 year Service code 28 · EIN 84-3399287 | Investment Management | $705,904 |
HUMAN INTEREST ADVISOR LLC7+ years Filed as: HUMAN RESOURCES DEPARTMENT Service code 30 · EIN 13-6414972 | Direct payment from the plan; Employe... | $647,628 |
ROCKPOINT REAL ESTATE7+ years Service code 28 · EIN 47-2190176 | Investment Management | $617,880 |
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 | $397,815-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.6%-33.6pp | 0.0%0pp |
| Annual return | 14.93% | 13.51%+1.4pp | 9.74%+5.2pp | 13.51%+1.4pp |
| Employer contribution / active EE | $6,994 | $8,170-14.4% | $39,474-82.3% | $8,170-14.4% |
| Participant deferral / active EE | $0 | $488-100.0% | $135-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $10,161-100.0% | - |