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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN INV. MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $709,779 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $403,147 |
THE BANK OF NEW YORK MELLON4 years Filed as: BNY MELLON INV MGMT. CAYMAN LTD. Service code 28 | Investment Management | $299,894 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $289,744 |
PROSKAUER ROSE LLP9 years Service code 29 · EIN 13-1840454 | Legal | $282,594 |
HOLLY GUSTAFSON3 years Filed as: HOLLY UBILLA Service code 30 · EIN 13-6414973 | Direct payment from the plan; Employe... | $275,050 |
SPIVAK LIPTON LLP8 years Service code 29 · EIN 13-3494495 | Legal | $160,491 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $150,683 |
Service code 28 · EIN 85-0584508 | Investment Management | $144,808 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA FIDUCIARY MANAGEMENT, LLC Service code 27 · EIN 47-2126910 | Advisory (Plan) | $134,311 |
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 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 7.43% | 9.30%-1.9pp | 8.41%-1.0pp | 9.30%-1.9pp |
| Employer contribution / active EE | $12,854 | $12,551+2.4% | $41,333-68.9% | $12,551+2.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |