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 |
|---|---|---|
GOLDMAN SACHS7+ years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $5,193,378 |
LOOMIS SAYLES7+ years Filed as: LOOMIS, SAYLES & CO. Service code 28 · EIN 04-3200030 | Investment Management | $2,269,057 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WCM MANAGEMENT Service code 28 · EIN 95-3046237 | Investment Management | $2,102,248 |
PATHWAY CAPITAL MANAGEMENT7+ years Service code 28 · EIN 98-4299348 | Investment Management | $1,719,280 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT AND PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,694,804 |
COVINGTON & BURLING LLP4 years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $1,619,776 |
JANUS HENDERSON6 years Filed as: JANUS Service code 28 · EIN 75-3019302 | Investment Management | $1,341,800 |
THE TOWNSEND GROUP7+ years Service code 28 · EIN 34-1537656 | Investment Management | $1,166,119 |
Filed as: BARINGS LLC Service code 28 · EIN 04-2429117 | Investment Management | $1,156,570 |
CLARIVEST7+ years Service code 28 · EIN 20-4266356 | Investment Management | $931,676 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 15.72% | 9.17%+6.5pp | 8.95%+6.8pp | 13.51%+2.2pp |
| Employer contribution / active EE | $9,871 | $5,235+88.6% | $46,559-78.8% | $8,170+20.8% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |