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 BARNEY3 years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $752,931 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $398,341 |
Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $290,012 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $173,339 |
BRADFORD & MARZEC2 years Filed as: BRADFORD AND MARZEC Service code 28 · EIN 26-1870753 | Investment Management | $161,240 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $151,801 |
SPIVAK LIPTON LLP2 years Service code 29 · EIN 13-3494495 | Legal | $127,893 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 13-1835864 | Actuarial | $124,678 |
NB ALTERNATIVE ADVISORS LLC3 years Service code 28 · EIN 30-0536163 | Investment Management | $118,724 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLP Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,898 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -1.59% | -0.94%-0.7pp | -2.18%+0.6pp | 33.37%-35.0pp |
| Employer contribution / active EE | $9,651 | $12,464-22.6% | $38,751-75.1% | $11,253-14.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |